Crewe Advisors’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 |
-25
| Closed | -$4.27K | – | 769 |
|
|
2025
Q1 | $4.27K | Hold |
25
| – | – | ﹤0.01% | 494 |
|
|
2024
Q4 | $4.33K | Hold |
25
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $3.51K | Hold |
25
| – | – | ﹤0.01% | 601 |
|
|
2024
Q2 | $3.27K | Hold |
25
| – | – | ﹤0.01% | 850 |
|
|
2024
Q1 | $3.28K | Buy |
+25
| New | +$3.28K | ﹤0.01% | 805 |
|
|
2023
Q3 | – | Sell |
-25
| Closed | -$2.92K | – | 668 |
|
|
2023
Q2 | $2.92K | Hold |
25
| – | – | ﹤0.01% | 511 |
|
|
2023
Q1 | $2.47K | Sell |
25
-40
| -62% | -$3.95K | ﹤0.01% | 704 |
|
|
2022
Q4 | $6.36K | Sell |
65
-239
| -79% | -$23.4K | ﹤0.01% | 635 |
|
|
2022
Q3 | $28K | Buy |
304
+79
| +35% | +$7.28K | 0.01% | 403 |
|
|
2022
Q2 | $21K | Buy |
225
+200
| +800% | +$18.7K | ﹤0.01% | 407 |
|
|
2022
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 414 |
|
|
2020
Q4 | – | Sell |
-76
| Closed | -$4K | – | 503 |
|
|
2020
Q3 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 388 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$3K | – | 239 |
|
|
2019
Q2 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 253 |
|