IAG Wealth Partners’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 |
-40
| Closed | -$6.83K | – | 507 |
|
|
2025
Q1 | $6.83K | Hold |
40
| – | – | ﹤0.01% | 378 |
|
|
2024
Q4 | $6.93K | Hold |
40
| – | – | ﹤0.01% | 390 |
|
|
2024
Q3 | $5.61K | Hold |
40
| – | – | ﹤0.01% | 395 |
|
|
2024
Q2 | $5.23K | Hold |
40
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $5.24K | Sell |
40
-35
| -47% | -$4.59K | ﹤0.01% | 372 |
|
|
2023
Q4 | $8.43K | Hold |
75
| – | – | ﹤0.01% | 324 |
|
|
2023
Q3 | $6.5K | Hold |
75
| – | – | ﹤0.01% | 343 |
|
|
2023
Q2 | $8.76K | Hold |
75
| – | – | ﹤0.01% | 327 |
|
|
2023
Q1 | $7.41K | Hold |
75
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $7.34K | Hold |
75
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 301 |
|
|
2022
Q2 | $7K | Sell |
75
-31
| -29% | -$2.89K | ﹤0.01% | 307 |
|
|
2022
Q1 | $12K | Buy |
106
+31
| +41% | +$3.51K | ﹤0.01% | 276 |
|
|
2021
Q4 | $9K | Hold |
75
| – | – | ﹤0.01% | 311 |
|
|
2021
Q3 | $10K | Hold |
75
| – | – | ﹤0.01% | 267 |
|
|
2021
Q2 | $9K | Hold |
75
| – | – | ﹤0.01% | 271 |
|
|
2021
Q1 | $8K | Hold |
75
| – | – | ﹤0.01% | 280 |
|
|
2020
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 275 |
|
|
2020
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 281 |
|
|
2020
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 295 |
|
|
2020
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 304 |
|
|
2019
Q4 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 283 |
|