EverSource Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,292
| Closed | -$391K | – | 4271 |
|
|
2025
Q1 | $391K | Buy |
2,292
+132
| +6% | +$22.5K | 0.02% | 441 |
|
|
2024
Q4 | $374K | Sell |
2,160
-33
| -2% | -$5.72K | 0.02% | 444 |
|
|
2024
Q3 | $308K | Buy |
2,193
+235
| +12% | +$33K | 0.02% | 440 |
|
|
2024
Q2 | $282K | Buy |
1,958
+831
| +74% | +$120K | 0.02% | 456 |
|
|
2024
Q1 | $143K | Sell |
1,127
-52
| -4% | -$6.59K | 0.01% | 587 |
|
|
2023
Q4 | $132K | Buy |
1,179
+82
| +7% | +$9.21K | 0.01% | 548 |
|
|
2023
Q3 | $95K | Sell |
1,097
-127
| -10% | -$11K | 0.01% | 582 |
|
|
2023
Q2 | $143K | Sell |
1,224
-317
| -21% | -$37K | 0.02% | 471 |
|
|
2023
Q1 | $152K | Sell |
1,541
-147
| -9% | -$14.5K | 0.02% | 433 |
|
|
2022
Q4 | $165K | Sell |
1,688
-462
| -21% | -$45.2K | 0.03% | 378 |
|
|
2022
Q3 | $196K | Sell |
2,150
-1,309
| -38% | -$119K | 0.04% | 301 |
|
|
2022
Q2 | $327K | Buy |
3,459
+305
| +10% | +$28.8K | 0.08% | 200 |
|
|
2022
Q1 | $348K | Buy |
3,154
+1,037
| +49% | +$114K | 0.09% | 189 |
|
|
2021
Q4 | $245K | Buy |
+2,117
| New | +$245K | 0.07% | 198 |
|