Focus Partners Wealth’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 |
-29,566
| Closed | -$5.05M | – | 2049 |
|
|
2025
Q1 | $5.05M | Buy |
29,566
+1,159
| +4% | +$198K | 0.01% | 619 |
|
|
2024
Q4 | $4.92M | Buy |
28,407
+1,322
| +5% | +$229K | 0.01% | 614 |
|
|
2024
Q3 | $3.8M | Sell |
27,085
-29,933
| -52% | -$4.2M | 0.01% | 623 |
|
|
2024
Q2 | $7.46M | Buy |
57,018
+30,787
| +117% | +$4.03M | 0.03% | 425 |
|
|
2024
Q1 | $3.44M | Buy |
26,231
+1,483
| +6% | +$194K | 0.03% | 395 |
|
|
2023
Q4 | $2.78M | Buy |
+24,748
| New | +$2.78M | 0.04% | 313 |
|