Gen-Wealth Partners’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 |
-95
| Closed | -$16.2K | – | 644 |
|
|
2025
Q1 | $16.2K | Hold |
95
| – | – | 0.01% | 419 |
|
|
2024
Q4 | $16.5K | Hold |
95
| – | – | 0.01% | 436 |
|
|
2024
Q3 | $14.7K | Hold |
95
| – | – | 0.01% | 462 |
|
|
2024
Q2 | $12.4K | Hold |
95
| – | – | 0.01% | 455 |
|
|
2024
Q1 | $12.5K | Buy |
+95
| New | +$12.5K | 0.01% | 442 |
|