Farther Finance Advisors’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 |
-4,010
| Closed | -$684K | – | 4537 |
|
|
2025
Q1 | $684K | Buy |
4,010
+1,495
| +59% | +$255K | 0.02% | 648 |
|
|
2024
Q4 | $436K | Buy |
2,515
+593
| +31% | +$103K | 0.02% | 640 |
|
|
2024
Q3 | $270K | Buy |
1,922
+321
| +20% | +$45K | 0.01% | 876 |
|
|
2024
Q2 | $213K | Buy |
1,601
+558
| +53% | +$74.2K | 0.01% | 814 |
|
|
2024
Q1 | $135K | Buy |
1,043
+134
| +15% | +$17.3K | 0.01% | 842 |
|
|
2023
Q4 | $102K | Buy |
909
+191
| +27% | +$21.5K | 0.01% | 797 |
|
|
2023
Q3 | $62.2K | Buy |
718
+430
| +149% | +$37.3K | 0.01% | 713 |
|
|
2023
Q2 | $33.7K | Buy |
288
+15
| +5% | +$1.75K | 0.01% | 806 |
|
|
2023
Q1 | $27K | Buy |
273
+21
| +8% | +$2.08K | 0.01% | 809 |
|
|
2022
Q4 | $24.7K | Buy |
+252
| New | +$24.7K | 0.01% | 667 |
|