GJWM
DFS
Gilliland Jeter Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,164
| Closed | -$202K | – | 177 |
|
|
2024
Q4 | $202K | Hold |
1,164
| – | – | 0.07% | 166 |
|
|
2024
Q3 | $163K | Hold |
1,164
| – | – | 0.05% | 187 |
|
|
2024
Q2 | $152K | Hold |
1,164
| – | – | 0.05% | 182 |
|
|
2024
Q1 | $153K | Buy |
+1,164
| New | +$153K | 0.05% | 186 |
|