CFP
DFS
Cypress Financial Planning’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,247
| Closed | -$3.8M | – | 81 |
|
|
2025
Q1 | $3.8M | Hold |
22,247
| – | – | 1.36% | 16 |
|
|
2024
Q4 | $3.85M | Buy |
22,247
+3
| +0% | +$520 | 1.41% | 15 |
|
|
2024
Q3 | $3.12M | Buy |
22,244
+4
| +0% | +$561 | 1.15% | 15 |
|
|
2024
Q2 | $2.91M | Buy |
22,240
+15
| +0.1% | +$1.96K | 1.2% | 15 |
|
|
2024
Q1 | $2.91M | Buy |
+22,225
| New | +$2.91M | 1.33% | 15 |
|
|
2023
Q4 | – | Sell |
-22,225
| Closed | -$1.93M | – | 44 |
|
|
2023
Q3 | $1.93M | Hold |
22,225
| – | – | 1.1% | 14 |
|
|
2023
Q2 | $2.62M | Hold |
22,225
| – | – | 1.49% | 14 |
|
|
2023
Q1 | $2.2M | Hold |
22,225
| – | – | 1.34% | 14 |
|
|
2022
Q4 | $2.16M | Buy |
22,225
+1
| +0% | +$97 | 1.44% | 14 |
|
|
2022
Q3 | $2.02M | Hold |
22,224
| – | – | 1.43% | 13 |
|
|
2022
Q2 | $2.1M | Buy |
+22,224
| New | +$2.1M | 1.44% | 14 |
|