Chicago Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,023
| Closed | -$516K | – | 49 |
|
|
2025
Q1 | $516K | Hold |
3,023
| – | – | 0.27% | 37 |
|
|
2024
Q4 | $524K | Hold |
3,023
| – | – | 0.27% | 37 |
|
|
2024
Q3 | $424K | Hold |
3,023
| – | – | 0.23% | 40 |
|
|
2024
Q2 | $395K | Sell |
3,023
-100
| -3% | -$13.1K | 0.23% | 41 |
|
|
2024
Q1 | $409K | Hold |
3,123
| – | – | 0.24% | 39 |
|
|
2023
Q4 | $351K | Hold |
3,123
| – | – | 0.24% | 34 |
|
|
2023
Q3 | $271K | Hold |
3,123
| – | – | 0.21% | 34 |
|
|
2023
Q2 | $365K | Hold |
3,123
| – | – | 0.28% | 30 |
|
|
2023
Q1 | $309K | Hold |
3,123
| – | – | 0.25% | 32 |
|
|
2022
Q4 | $306K | Hold |
3,123
| – | – | 0.26% | 32 |
|
|
2022
Q3 | $284K | Hold |
3,123
| – | – | 0.27% | 27 |
|
|
2022
Q2 | $295K | Hold |
3,123
| – | – | 0.26% | 27 |
|
|
2022
Q1 | $344K | Hold |
3,123
| – | – | 0.23% | 37 |
|
|
2021
Q4 | $361K | Hold |
3,123
| – | – | 0.24% | 34 |
|
|
2021
Q3 | $384K | Hold |
3,123
| – | – | 0.28% | 32 |
|
|
2021
Q2 | $369K | Hold |
3,123
| – | – | 0.27% | 32 |
|
|
2021
Q1 | $297K | Hold |
3,123
| – | – | 0.24% | 34 |
|
|
2020
Q4 | $283K | Buy |
+3,123
| New | +$283K | 0.26% | 26 |
|