GWSG
DFS
GPS Wealth Strategies Group’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,656
| Closed | -$965K | – | 1644 |
|
|
2025
Q1 | $965K | Sell |
5,656
-200
| -3% | -$34.1K | 0.13% | 117 |
|
|
2024
Q4 | $1.01M | Hold |
5,856
| – | – | 0.13% | 103 |
|
|
2024
Q3 | $822K | Sell |
5,856
-121
| -2% | -$17K | 0.11% | 130 |
|
|
2024
Q2 | $782K | Sell |
5,977
-88
| -1% | -$11.5K | 0.12% | 121 |
|
|
2024
Q1 | $795K | Sell |
6,065
-84
| -1% | -$11K | 0.13% | 116 |
|
|
2023
Q4 | $691K | Sell |
6,149
-100
| -2% | -$11.2K | 0.13% | 123 |
|
|
2023
Q3 | $541K | Sell |
6,249
-263
| -4% | -$22.8K | 0.1% | 138 |
|
|
2023
Q2 | $761K | Buy |
6,512
+78
| +1% | +$9.11K | 0.14% | 117 |
|
|
2023
Q1 | $636K | Buy |
+6,434
| New | +$636K | 0.13% | 123 |
|
|
2022
Q4 | – | Sell |
-5,643
| Closed | -$513K | – | 348 |
|
|
2022
Q3 | $513K | Buy |
5,643
+121
| +2% | +$11K | 0.13% | 119 |
|
|
2022
Q2 | $522K | Sell |
5,522
-65
| -1% | -$6.15K | 0.13% | 122 |
|
|
2022
Q1 | $616K | Buy |
5,587
+366
| +7% | +$40.4K | 0.14% | 100 |
|
|
2021
Q4 | $603K | Buy |
5,221
+52
| +1% | +$6.01K | 0.13% | 101 |
|
|
2021
Q3 | $635K | Buy |
5,169
+1,075
| +26% | +$132K | 0.16% | 93 |
|
|
2021
Q2 | $484K | Buy |
4,094
+524
| +15% | +$61.9K | 0.12% | 108 |
|
|
2021
Q1 | $339K | Buy |
3,570
+100
| +3% | +$9.5K | 0.1% | 133 |
|
|
2020
Q4 | $314K | Buy |
+3,470
| New | +$314K | 0.11% | 128 |
|