Golden State Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29
| Closed | -$4.95K | – | 1587 |
|
|
2025
Q1 | $4.95K | Sell |
29
-5
| -15% | -$853 | ﹤0.01% | 1171 |
|
|
2024
Q4 | $5.89K | Buy |
+34
| New | +$5.89K | ﹤0.01% | 1081 |
|
|
2020
Q2 | – | Sell |
-1,173
| Closed | -$42K | – | 329 |
|
|
2020
Q1 | $42K | Buy |
+1,173
| New | +$42K | 0.02% | 386 |
|
|
2019
Q4 | – | Sell |
-1,205
| Closed | -$98K | – | 236 |
|
|
2019
Q3 | $98K | Buy |
1,205
+175
| +17% | +$14.2K | 0.03% | 315 |
|
|
2019
Q2 | $79K | Hold |
1,030
| – | – | 0.03% | 369 |
|
|
2019
Q1 | $73K | Buy |
+1,030
| New | +$73K | 0.02% | 373 |
|