Concord Wealth Partners’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 |
-76
| Closed | -$13K | – | 874 |
|
|
2025
Q1 | $13K | Hold |
76
| – | – | ﹤0.01% | 483 |
|
|
2024
Q4 | $13.2K | Hold |
76
| – | – | ﹤0.01% | 499 |
|
|
2024
Q3 | $10.7K | Sell |
76
-31
| -29% | -$4.35K | ﹤0.01% | 554 |
|
|
2024
Q2 | $14K | Buy |
107
+31
| +41% | +$4.06K | ﹤0.01% | 472 |
|
|
2024
Q1 | $9.96K | Hold |
76
| – | – | ﹤0.01% | 571 |
|
|
2023
Q4 | $8.54K | Hold |
76
| – | – | ﹤0.01% | 585 |
|
|
2023
Q3 | $6.58K | Sell |
76
-100
| -57% | -$8.66K | ﹤0.01% | 680 |
|
|
2023
Q2 | $20.6K | Hold |
176
| – | – | ﹤0.01% | 503 |
|
|
2023
Q1 | $17.4K | Hold |
176
| – | – | ﹤0.01% | 506 |
|
|
2022
Q4 | $17.2K | Buy |
+176
| New | +$17.2K | 0.01% | 549 |
|
|
2022
Q3 | – | Sell |
-176
| Closed | -$17K | – | 382 |
|
|
2022
Q2 | $17K | Sell |
176
-29
| -14% | -$2.8K | ﹤0.01% | 572 |
|
|
2022
Q1 | $23K | Buy |
205
+5
| +3% | +$561 | 0.01% | 602 |
|
|
2021
Q4 | $23K | Buy |
+200
| New | +$23K | 0.01% | 611 |
|
|
2021
Q3 | – | Sell |
-224
| Closed | -$26K | – | 936 |
|
|
2021
Q2 | $26K | Sell |
224
-52
| -19% | -$6.04K | 0.01% | 451 |
|
|
2021
Q1 | $26K | Buy |
276
+171
| +163% | +$16.1K | 0.01% | 431 |
|
|
2020
Q4 | $10K | Buy |
+105
| New | +$10K | 0.01% | 362 |
|