HB Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $933K | Buy |
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|
2024
Q3 | $735K | Buy |
|
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|
2024
Q2 | $589K | Sell |
|
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|
2024
Q1 | $653K | Sell |
|
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|
2023
Q4 | $622K | Sell |
|
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|
2023
Q3 | $492K | Sell |
|
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|
2023
Q2 | $673K | Buy |
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|
2023
Q1 | $564K | Buy |
|
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|
2022
Q4 | $442K | Buy |
|
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $248K | Buy |
|