Heritage Wealth Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-260
| Closed | -$44.3K | – | 582 |
|
|
2025
Q1 | $44.3K | Hold |
260
| – | – | ﹤0.01% | 309 |
|
|
2024
Q4 | $45K | Sell |
260
-106
| -29% | -$18.3K | ﹤0.01% | 316 |
|
|
2024
Q3 | $51.3K | Sell |
366
-127
| -26% | -$17.8K | ﹤0.01% | 325 |
|
|
2024
Q2 | $64.5K | Hold |
493
| – | – | ﹤0.01% | 288 |
|
|
2024
Q1 | $64.6K | Hold |
493
| – | – | ﹤0.01% | 302 |
|
|
2023
Q4 | $55.4K | Hold |
493
| – | – | ﹤0.01% | 327 |
|
|
2023
Q3 | $42.7K | Hold |
493
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $57.6K | Sell |
493
-22
| -4% | -$2.57K | ﹤0.01% | 303 |
|
|
2023
Q1 | $50.9K | Sell |
515
-6
| -1% | -$593 | ﹤0.01% | 320 |
|
|
2022
Q4 | $51K | Buy |
521
+321
| +161% | +$31.4K | ﹤0.01% | 325 |
|
|
2022
Q3 | $18.2K | Hold |
200
| – | – | ﹤0.01% | 390 |
|
|
2022
Q2 | $19K | Buy |
200
+180
| +900% | +$17.1K | ﹤0.01% | 426 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 500 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 512 |
|
|
2021
Q3 | $2.46K | Hold |
20
| – | – | ﹤0.01% | 501 |
|
|
2021
Q2 | $2.37K | Hold |
20
| – | – | ﹤0.01% | 504 |
|
|
2021
Q1 | $1.9K | Hold |
20
| – | – | ﹤0.01% | 522 |
|
|
2020
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 511 |
|
|
2020
Q1 | – | Sell |
-52
| Closed | -$4.41K | – | 472 |
|
|
2019
Q4 | $4.41K | Buy |
+52
| New | +$4.41K | ﹤0.01% | 449 |
|