Dynasty Wealth Management’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 | $1.93M | Sell |
9,628
-1,818
| -16% | -$364K | 0.03% | 88 |
|
|
2025
Q1 | $1.95M | Buy |
11,446
+33
| +0.3% | +$5.63K | 0.03% | 94 |
|
|
2024
Q4 | $1.98M | Buy |
11,413
+1,142
| +11% | +$198K | 0.03% | 97 |
|
|
2024
Q3 | $1.44M | Buy |
+10,271
| New | +$1.44M | 0.04% | 98 |
|
|
2024
Q2 | – | Sell |
-7,895
| Closed | -$1.03M | – | 253 |
|
|
2024
Q1 | $1.03M | Buy |
+7,895
| New | +$1.03M | 0.03% | 127 |
|