CreativeOne Wealth’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $435K | Buy |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $219K | Buy |
|