Cornerstone Planning Group’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 |
-55
| Closed | -$9.83K | – | 1568 |
|
|
2025
Q1 | $9.83K | Buy |
55
+28
| +104% | +$5K | ﹤0.01% | 575 |
|
|
2024
Q4 | $5.41K | Buy |
27
+1
| +4% | +$200 | ﹤0.01% | 564 |
|
|
2024
Q3 | $3.92K | Buy |
26
+4
| +18% | +$603 | ﹤0.01% | 629 |
|
|
2024
Q2 | $2.72K | Sell |
22
-16
| -42% | -$1.98K | ﹤0.01% | 705 |
|
|
2024
Q1 | $4.75K | Hold |
38
| – | – | ﹤0.01% | 523 |
|
|
2023
Q4 | $4.27K | Hold |
38
| – | – | ﹤0.01% | 547 |
|
|
2023
Q3 | $3.29K | Buy |
38
+19
| +100% | +$1.65K | ﹤0.01% | 587 |
|
|
2023
Q2 | $2.22K | Buy |
+19
| New | +$2.22K | ﹤0.01% | 1122 |
|
|
2022
Q4 | $4.89K | Buy |
+48
| New | +$4.89K | ﹤0.01% | 899 |
|