Covestor’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 |
-571
| Closed | -$97K | – | 2303 |
|
|
2025
Q1 | $97K | Sell |
571
-35
| -6% | -$5.95K | 0.06% | 508 |
|
|
2024
Q4 | $105K | Buy |
606
+150
| +33% | +$26K | 0.07% | 496 |
|
|
2024
Q3 | $64K | Buy |
456
+5
| +1% | +$702 | 0.04% | 763 |
|
|
2024
Q2 | $59K | Sell |
451
-553
| -55% | -$72.3K | 0.04% | 782 |
|
|
2024
Q1 | $132K | Sell |
1,004
-107
| -10% | -$14.1K | 0.08% | 347 |
|
|
2023
Q4 | $125K | Buy |
1,111
+561
| +102% | +$63.1K | 0.09% | 350 |
|
|
2023
Q3 | $47K | Sell |
550
-158
| -22% | -$13.5K | 0.04% | 794 |
|
|
2023
Q2 | $82K | Buy |
708
+215
| +44% | +$24.9K | 0.06% | 551 |
|
|
2023
Q1 | $49K | Buy |
493
+51
| +12% | +$5.07K | 0.04% | 717 |
|
|
2022
Q4 | $43K | Buy |
442
+199
| +82% | +$19.4K | 0.04% | 784 |
|
|
2022
Q3 | $22K | Sell |
243
-269
| -53% | -$24.4K | 0.02% | 966 |
|
|
2022
Q2 | $48K | Buy |
512
+173
| +51% | +$16.2K | 0.04% | 745 |
|
|
2022
Q1 | $37K | Sell |
339
-191
| -36% | -$20.8K | 0.02% | 891 |
|
|
2021
Q4 | $61K | Buy |
+530
| New | +$61K | 0.09% | 418 |
|