GeoWealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $67.3K | Sell |
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|
2024
Q4 | $142K | Sell |
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|
2024
Q3 | $147K | Sell |
|
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|
2024
Q2 | $309K | Buy |
|
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|
2024
Q1 | $294K | Buy |
|
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|
2023
Q4 | $141K | Buy |
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|
2023
Q3 | $35K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $30K | Buy |
|
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|
2021
Q3 | $23K | Sell |
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|
2021
Q2 | $48K | Buy |
|