Financial Advocates Investment 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 | – | Sell |
-4,116
| Closed | -$703K | – | 638 |
|
|
2025
Q1 | $703K | Sell |
4,116
-2,271
| -36% | -$388K | 0.05% | 354 |
|
|
2024
Q4 | $1.11M | Sell |
6,387
-299
| -4% | -$51.8K | 0.06% | 286 |
|
|
2024
Q3 | $938K | Buy |
6,686
+124
| +2% | +$17.4K | 0.05% | 318 |
|
|
2024
Q2 | $858K | Buy |
6,562
+32
| +0.5% | +$4.19K | 0.05% | 325 |
|
|
2024
Q1 | $856K | Buy |
6,530
+213
| +3% | +$27.9K | 0.05% | 335 |
|
|
2023
Q4 | $710K | Buy |
6,317
+391
| +7% | +$44K | 0.05% | 354 |
|
|
2023
Q3 | $513K | Buy |
5,926
+106
| +2% | +$9.18K | 0.04% | 400 |
|
|
2023
Q2 | $680K | Buy |
5,820
+91
| +2% | +$10.6K | 0.05% | 334 |
|
|
2023
Q1 | $566K | Buy |
5,729
+193
| +3% | +$19.1K | 0.04% | 401 |
|
|
2022
Q4 | $542K | Buy |
5,536
+189
| +4% | +$18.5K | 0.04% | 426 |
|
|
2022
Q3 | $486K | Buy |
5,347
+806
| +18% | +$73.3K | 0.04% | 417 |
|
|
2022
Q2 | $430K | Buy |
+4,541
| New | +$430K | 0.03% | 426 |
|