GIA
DFS
GHP Investment Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,281
| Closed | -$219K | – | 967 |
|
|
2025
Q1 | $219K | Buy |
1,281
+5
| +0.4% | +$854 | 0.01% | 366 |
|
|
2024
Q4 | $221K | Hold |
1,276
| – | – | 0.01% | 370 |
|
|
2024
Q3 | $179K | Hold |
1,276
| – | – | 0.01% | 391 |
|
|
2024
Q2 | $167K | Hold |
1,276
| – | – | 0.01% | 390 |
|
|
2024
Q1 | $167K | Hold |
1,276
| – | – | 0.01% | 390 |
|
|
2023
Q4 | $143K | Sell |
1,276
-93
| -7% | -$10.5K | 0.01% | 401 |
|
|
2023
Q3 | $122K | Buy |
1,369
+93
| +7% | +$8.31K | 0.01% | 413 |
|
|
2023
Q2 | $132K | Hold |
1,276
| – | – | 0.01% | 405 |
|
|
2023
Q1 | $126K | Hold |
1,276
| – | – | 0.01% | 411 |
|
|
2022
Q4 | $125K | Hold |
1,276
| – | – | 0.01% | 411 |
|
|
2022
Q3 | $116K | Hold |
1,276
| – | – | 0.01% | 401 |
|
|
2022
Q2 | $121K | Sell |
1,276
-227
| -15% | -$21.5K | 0.01% | 399 |
|
|
2022
Q1 | $166K | Buy |
+1,503
| New | +$166K | 0.01% | 379 |
|