IFP Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
2,668
+824
| +45% | +$171K | 0.02% | 792 |
|
|
2025
Q1 | $315K | Sell |
1,844
-467
| -20% | -$79.7K | 0.01% | 962 |
|
|
2024
Q4 | $400K | Buy |
2,311
+269
| +13% | +$46.6K | 0.01% | 819 |
|
|
2024
Q3 | $286K | Buy |
2,042
+254
| +14% | +$35.6K | 0.01% | 922 |
|
|
2024
Q2 | $234K | Sell |
1,788
-148
| -8% | -$19.4K | 0.01% | 968 |
|
|
2024
Q1 | $254K | Buy |
1,936
+83
| +4% | +$10.9K | 0.01% | 878 |
|
|
2023
Q4 | $208K | Sell |
1,853
-198
| -10% | -$22.3K | 0.01% | 930 |
|
|
2023
Q3 | $178K | Buy |
2,051
+5
| +0.2% | +$433 | 0.01% | 1019 |
|
|
2023
Q2 | $239K | Buy |
2,046
+80
| +4% | +$9.35K | 0.01% | 939 |
|
|
2023
Q1 | $79.2K | Sell |
1,966
-2,041
| -51% | -$82.2K | ﹤0.01% | 1364 |
|
|
2022
Q4 | $211K | Buy |
4,007
+574
| +17% | +$30.2K | 0.01% | 1322 |
|
|
2022
Q3 | $172K | Buy |
3,433
+158
| +5% | +$7.92K | ﹤0.01% | 1500 |
|
|
2022
Q2 | $163K | Hold |
3,275
| – | – | 0.01% | 1402 |
|
|
2022
Q1 | $163K | Buy |
3,275
+2,133
| +187% | +$106K | 0.01% | 1402 |
|
|
2021
Q4 | $132K | Sell |
1,142
-600
| -34% | -$69.4K | ﹤0.01% | 1136 |
|
|
2021
Q3 | $215K | Sell |
1,742
-195
| -10% | -$24.1K | ﹤0.01% | 887 |
|
|
2021
Q2 | $229K | Sell |
1,937
-96
| -5% | -$11.4K | ﹤0.01% | 840 |
|
|
2021
Q1 | $191K | Buy |
2,033
+51
| +3% | +$4.79K | ﹤0.01% | 857 |
|
|
2020
Q4 | $180K | Sell |
1,982
-407
| -17% | -$37K | 0.01% | 845 |
|
|
2020
Q3 | $140K | Sell |
2,389
-1,765
| -42% | -$103K | 0.01% | 842 |
|
|
2020
Q2 | $206K | Buy |
4,154
+2,252
| +118% | +$112K | 0.02% | 656 |
|
|
2020
Q1 | $84K | Buy |
1,902
+100
| +6% | +$4.42K | 0.01% | 901 |
|
|
2019
Q4 | $150K | Sell |
1,802
-1,296
| -42% | -$108K | 0.01% | 760 |
|
|
2019
Q3 | $250K | Buy |
+3,098
| New | +$250K | 0.02% | 698 |
|
|
2019
Q1 | $93K | Sell |
1,316
-947
| -42% | -$66.9K | 0.01% | 715 |
|
|
2018
Q4 | $132K | Sell |
2,263
-186
| -8% | -$10.8K | 0.01% | 1047 |
|
|
2018
Q3 | $187K | Sell |
2,449
-929
| -28% | -$70.9K | 0.01% | 1114 |
|
|
2018
Q2 | $238K | Sell |
3,378
-1,452
| -30% | -$102K | 0.01% | 974 |
|
|
2018
Q1 | $372K | Hold |
4,830
| – | – | 0.02% | 744 |
|
|
2017
Q4 | $372K | Sell |
4,830
-2,124
| -31% | -$164K | 0.02% | 742 |
|
|
2017
Q3 | $448K | Sell |
6,954
-150
| -2% | -$9.66K | 0.02% | 728 |
|
|
2017
Q2 | $442K | Sell |
7,104
-598
| -8% | -$37.2K | 0.02% | 727 |
|
|
2017
Q1 | $527K | Buy |
7,702
+450
| +6% | +$30.8K | 0.02% | 648 |
|
|
2016
Q4 | $523K | Buy |
7,252
+731
| +11% | +$52.7K | 0.03% | 599 |
|
|
2016
Q3 | $369K | Buy |
6,521
+62
| +1% | +$3.51K | 0.02% | 702 |
|
|
2016
Q2 | $346K | Buy |
6,459
+5,143
| +391% | +$276K | 0.02% | 706 |
|
|
2016
Q1 | $93K | Sell |
1,316
-4,681
| -78% | -$331K | 0.01% | 715 |
|
|
2015
Q4 | $322K | Buy |
+5,997
| New | +$322K | 0.02% | 629 |
|