HB 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 |
-7,144
| Closed | -$1.22M | – | 1174 |
|
|
2025
Q1 | $1.22M | Buy |
7,144
+1,759
| +33% | +$300K | 0.01% | 484 |
|
|
2024
Q4 | $933K | Buy |
5,385
+143
| +3% | +$24.8K | 0.01% | 421 |
|
|
2024
Q3 | $735K | Buy |
5,242
+739
| +16% | +$104K | 0.01% | 463 |
|
|
2024
Q2 | $589K | Sell |
4,503
-479
| -10% | -$62.7K | 0.01% | 491 |
|
|
2024
Q1 | $653K | Sell |
4,982
-551
| -10% | -$72.2K | 0.01% | 427 |
|
|
2023
Q4 | $622K | Sell |
5,533
-147
| -3% | -$16.5K | 0.01% | 400 |
|
|
2023
Q3 | $492K | Sell |
5,680
-78
| -1% | -$6.76K | 0.01% | 432 |
|
|
2023
Q2 | $673K | Buy |
5,758
+51
| +0.9% | +$5.96K | 0.01% | 359 |
|
|
2023
Q1 | $564K | Buy |
5,707
+1,189
| +26% | +$118K | 0.01% | 387 |
|
|
2022
Q4 | $442K | Buy |
4,518
+1,103
| +32% | +$108K | 0.01% | 424 |
|
|
2022
Q3 | $310K | Buy |
3,415
+824
| +32% | +$74.8K | 0.01% | 431 |
|
|
2022
Q2 | $245K | Buy |
2,591
+342
| +15% | +$32.3K | 0.01% | 492 |
|
|
2022
Q1 | $248K | Buy |
+2,249
| New | +$248K | ﹤0.01% | 499 |
|