GeoWealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-394
| Closed | -$67.3K | – | 1226 |
|
|
2025
Q1 | $67.3K | Sell |
394
-427
| -52% | -$72.9K | ﹤0.01% | 857 |
|
|
2024
Q4 | $142K | Sell |
821
-227
| -22% | -$39.3K | ﹤0.01% | 872 |
|
|
2024
Q3 | $147K | Sell |
1,048
-1,318
| -56% | -$185K | 0.01% | 801 |
|
|
2024
Q2 | $309K | Buy |
2,366
+123
| +5% | +$16.1K | 0.01% | 571 |
|
|
2024
Q1 | $294K | Buy |
2,243
+983
| +78% | +$129K | 0.01% | 579 |
|
|
2023
Q4 | $141K | Buy |
1,260
+853
| +210% | +$95.5K | 0.01% | 545 |
|
|
2023
Q3 | $35K | Buy |
+407
| New | +$35K | ﹤0.01% | 412 |
|
|
2022
Q1 | – | Sell |
-262
| Closed | -$30K | – | 399 |
|
|
2021
Q4 | $30K | Buy |
262
+79
| +43% | +$9.05K | ﹤0.01% | 332 |
|
|
2021
Q3 | $23K | Sell |
183
-217
| -54% | -$27.3K | ﹤0.01% | 362 |
|
|
2021
Q2 | $48K | Buy |
+400
| New | +$48K | 0.01% | 257 |
|