Financial Engines 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 |
-4,595
| Closed | -$784K | – | 524 |
|
|
2025
Q1 | $784K | Buy |
4,595
+3
| +0.1% | +$512 | ﹤0.01% | 283 |
|
|
2024
Q4 | $795K | Buy |
4,592
+1,774
| +63% | +$307K | ﹤0.01% | 283 |
|
|
2024
Q3 | $395K | Sell |
2,818
-21
| -0.7% | -$2.95K | ﹤0.01% | 302 |
|
|
2024
Q2 | $371K | Buy |
2,839
+47
| +2% | +$6.15K | ﹤0.01% | 285 |
|
|
2024
Q1 | $366K | Buy |
+2,792
| New | +$366K | ﹤0.01% | 268 |
|
|
2018
Q1 | – | Sell |
-19
| Closed | -$1K | – | 156 |
|
|
2017
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 178 |
|