HIA
DFS
Harbor Investment Advisory’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-318
| Closed | -$54.3K | – | 1183 |
|
|
2025
Q1 | $54.3K | Hold |
318
| – | – | 0.01% | 587 |
|
|
2024
Q4 | $55.1K | Hold |
318
| – | – | 0.01% | 576 |
|
|
2024
Q3 | $44.6K | Hold |
318
| – | – | ﹤0.01% | 608 |
|
|
2024
Q2 | $41.6K | Hold |
318
| – | – | ﹤0.01% | 613 |
|
|
2024
Q1 | $41.7K | Hold |
318
| – | – | ﹤0.01% | 616 |
|
|
2023
Q4 | $35.7K | Buy |
318
+4
| +1% | +$450 | ﹤0.01% | 619 |
|
|
2023
Q3 | $27.2K | Hold |
314
| – | – | ﹤0.01% | 643 |
|
|
2023
Q2 | $36.7K | Hold |
314
| – | – | 0.01% | 788 |
|
|
2023
Q1 | $31K | Hold |
314
| – | – | ﹤0.01% | 817 |
|
|
2022
Q4 | $30.7K | Hold |
314
| – | – | ﹤0.01% | 805 |
|
|
2022
Q3 | $29K | Hold |
314
| – | – | ﹤0.01% | 822 |
|
|
2022
Q2 | $30K | Hold |
314
| – | – | ﹤0.01% | 811 |
|
|
2022
Q1 | $35K | Sell |
314
-78
| -20% | -$8.69K | ﹤0.01% | 822 |
|
|
2021
Q4 | $45K | Buy |
392
+46
| +13% | +$5.28K | 0.01% | 767 |
|
|
2021
Q3 | $43K | Hold |
346
| – | – | 0.01% | 773 |
|
|
2021
Q2 | $41K | Buy |
346
+32
| +10% | +$3.79K | 0.01% | 747 |
|
|
2021
Q1 | $30K | Hold |
314
| – | – | ﹤0.01% | 794 |
|
|
2020
Q4 | $28K | Hold |
314
| – | – | ﹤0.01% | 760 |
|
|
2020
Q3 | $18K | Hold |
314
| – | – | ﹤0.01% | 751 |
|
|
2020
Q2 | $16K | Buy |
314
+34
| +12% | +$1.73K | ﹤0.01% | 680 |
|
|
2020
Q1 | $10K | Sell |
280
-6,700
| -96% | -$239K | ﹤0.01% | 735 |
|
|
2019
Q4 | $592K | Buy |
+6,980
| New | +$592K | 0.14% | 139 |
|