CreativeOne Wealth’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 |
-2,340
| Closed | -$399K | – | 1129 |
|
|
2025
Q1 | $399K | Sell |
2,340
-172
| -7% | -$29.4K | 0.01% | 765 |
|
|
2024
Q4 | $435K | Buy |
2,512
+280
| +13% | +$48.5K | 0.01% | 739 |
|
|
2024
Q3 | $313K | Sell |
2,232
-58
| -3% | -$8.14K | 0.01% | 764 |
|
|
2024
Q2 | $300K | Sell |
2,290
-47
| -2% | -$6.16K | 0.02% | 621 |
|
|
2024
Q1 | $306K | Sell |
2,337
-43
| -2% | -$5.63K | 0.01% | 712 |
|
|
2023
Q4 | $267K | Sell |
2,380
-52
| -2% | -$5.83K | 0.02% | 535 |
|
|
2023
Q3 | $211K | Sell |
2,432
-346
| -12% | -$30K | 0.02% | 523 |
|
|
2023
Q2 | $325K | Buy |
2,778
+69
| +3% | +$8.07K | 0.02% | 620 |
|
|
2023
Q1 | $268K | Sell |
2,709
-180
| -6% | -$17.8K | 0.01% | 668 |
|
|
2022
Q4 | $283K | Buy |
2,889
+24
| +0.8% | +$2.35K | 0.02% | 586 |
|
|
2022
Q3 | $260K | Buy |
+2,865
| New | +$260K | 0.02% | 589 |
|
|
2022
Q2 | – | Sell |
-2,069
| Closed | -$228K | – | 731 |
|
|
2022
Q1 | $228K | Buy |
2,069
+175
| +9% | +$19.3K | 0.01% | 668 |
|
|
2021
Q4 | $219K | Buy |
+1,894
| New | +$219K | 0.01% | 692 |
|