Cyndeo Wealth Partners’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 |
-3,099
| Closed | -$529K | – | 472 |
|
|
2025
Q1 | $529K | Sell |
3,099
-353
| -10% | -$60.3K | 0.03% | 287 |
|
|
2024
Q4 | $598K | Sell |
3,452
-14
| -0.4% | -$2.43K | 0.04% | 270 |
|
|
2024
Q3 | $486K | Sell |
3,466
-43
| -1% | -$6.03K | 0.03% | 300 |
|
|
2024
Q2 | $459K | Buy |
3,509
+1,410
| +67% | +$184K | 0.04% | 291 |
|
|
2024
Q1 | $275K | Sell |
2,099
-8,966
| -81% | -$1.18M | 0.02% | 332 |
|
|
2023
Q4 | $1.24M | Buy |
11,065
+959
| +9% | +$108K | 0.12% | 173 |
|
|
2023
Q3 | $875K | Buy |
10,106
+368
| +4% | +$31.9K | 0.09% | 177 |
|
|
2023
Q2 | $1.14M | Sell |
9,738
-7,582
| -44% | -$886K | 0.12% | 159 |
|
|
2023
Q1 | $1.71M | Sell |
17,320
-9,938
| -36% | -$982K | 0.18% | 139 |
|
|
2022
Q4 | $2.67M | Buy |
+27,258
| New | +$2.67M | 0.31% | 106 |
|