Envestnet Portfolio Solutions’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,394
| Closed | -$5.19M | – | 1549 |
|
|
2025
Q1 | $5.19M | Sell |
30,394
-39,079
| -56% | -$6.67M | 0.02% | 356 |
|
|
2024
Q4 | $12M | Sell |
69,473
-1,412
| -2% | -$245K | 0.04% | 218 |
|
|
2024
Q3 | $9.94M | Buy |
70,885
+2,524
| +4% | +$354K | 0.03% | 244 |
|
|
2024
Q2 | $8.94M | Buy |
68,361
+2,878
| +4% | +$376K | 0.03% | 253 |
|
|
2024
Q1 | $8.58M | Sell |
65,483
-323
| -0.5% | -$42.3K | 0.03% | 264 |
|
|
2023
Q4 | $7.4M | Buy |
65,806
+3,135
| +5% | +$352K | 0.03% | 251 |
|
|
2023
Q3 | $5.43M | Buy |
+62,671
| New | +$5.43M | 0.03% | 289 |
|