GFPC
DFS
Global Financial Private Client’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-732
| Closed | -$125K | – | 573 |
|
|
2025
Q1 | $125K | Buy |
732
+23
| +3% | +$3.93K | 0.05% | 242 |
|
|
2024
Q4 | $123K | Buy |
709
+9
| +1% | +$1.56K | 0.05% | 237 |
|
|
2024
Q3 | $98.2K | Hold |
700
| – | – | 0.04% | 265 |
|
|
2024
Q2 | $91.6K | Hold |
700
| – | – | 0.04% | 247 |
|
|
2024
Q1 | $90.6K | Hold |
700
| – | – | 0.04% | 249 |
|
|
2023
Q4 | $78.7K | Hold |
700
| – | – | 0.04% | 258 |
|
|
2023
Q3 | $63.6K | Hold |
700
| – | – | 0.03% | 264 |
|
|
2023
Q2 | $82.7K | Hold |
700
| – | – | 0.04% | 240 |
|
|
2023
Q1 | $69.2K | Hold |
700
| – | – | 0.04% | 251 |
|
|
2022
Q4 | $68.5K | Hold |
700
| – | – | 0.04% | 241 |
|
|
2022
Q3 | $65.7K | Hold |
700
| – | – | 0.04% | 234 |
|
|
2022
Q2 | $68.4K | Hold |
700
| – | – | 0.04% | 229 |
|
|
2022
Q1 | $77.1K | Hold |
700
| – | – | 0.04% | 229 |
|
|
2021
Q4 | $80.9K | Hold |
700
| – | – | 0.04% | 228 |
|
|
2021
Q3 | $89K | Hold |
700
| – | – | 0.05% | 196 |
|
|
2021
Q2 | $83.8K | Hold |
700
| – | – | 0.05% | 198 |
|
|
2021
Q1 | $68K | Hold |
700
| – | – | 0.05% | 183 |
|
|
2020
Q4 | $63.4K | Hold |
700
| – | – | 0.05% | 173 |
|
|
2020
Q3 | $41.2K | Hold |
700
| – | – | 0.04% | 205 |
|
|
2020
Q2 | $33.8K | Hold |
700
| – | – | 0.03% | 248 |
|
|
2020
Q1 | $22.1K | Hold |
700
| – | – | 0.02% | 302 |
|
|
2019
Q4 | $59.4K | Buy |
+700
| New | +$59.4K | 0.05% | 216 |
|