IHT Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,605
| Closed | -$274K | – | 1162 |
|
|
2025
Q1 | $274K | Sell |
1,605
-358
| -18% | -$61.1K | 0.01% | 898 |
|
|
2024
Q4 | $340K | Sell |
1,963
-647
| -25% | -$112K | 0.01% | 813 |
|
|
2024
Q3 | $364K | Buy |
2,610
+290
| +13% | +$40.5K | 0.01% | 834 |
|
|
2024
Q2 | $304K | Sell |
2,320
-31
| -1% | -$4.06K | 0.01% | 794 |
|
|
2024
Q1 | $308K | Buy |
2,351
+395
| +20% | +$51.8K | 0.01% | 794 |
|
|
2023
Q4 | $220K | Buy |
+1,956
| New | +$220K | 0.01% | 882 |
|
|
2023
Q3 | – | Sell |
-1,976
| Closed | -$231K | – | 973 |
|
|
2023
Q2 | $231K | Buy |
+1,976
| New | +$231K | 0.01% | 821 |
|
|
2023
Q1 | – | Sell |
-2,046
| Closed | -$200K | – | 965 |
|
|
2022
Q4 | $200K | Sell |
2,046
-186
| -8% | -$18.2K | 0.01% | 822 |
|
|
2022
Q3 | $203K | Buy |
+2,232
| New | +$203K | 0.02% | 771 |
|
|
2022
Q2 | – | Sell |
-2,002
| Closed | -$221K | – | 749 |
|
|
2022
Q1 | $221K | Buy |
2,002
+25
| +1% | +$2.76K | 0.02% | 675 |
|
|
2021
Q4 | $229K | Buy |
1,977
+1
| +0.1% | +$116 | 0.02% | 708 |
|
|
2021
Q3 | $243K | Sell |
1,976
-488
| -20% | -$60K | 0.02% | 669 |
|
|
2021
Q2 | $291K | Buy |
2,464
+34
| +1% | +$4.02K | 0.02% | 728 |
|
|
2021
Q1 | $231K | Sell |
2,430
-272
| -10% | -$25.9K | 0.02% | 717 |
|
|
2020
Q4 | $245K | Buy |
+2,702
| New | +$245K | 0.02% | 627 |
|
|
2020
Q2 | – | Sell |
-7,384
| Closed | -$263K | – | 588 |
|
|
2020
Q1 | $263K | Buy |
+7,384
| New | +$263K | 0.04% | 426 |
|
|
2019
Q4 | – | Sell |
-2,678
| Closed | -$217K | – | 629 |
|
|
2019
Q3 | $217K | Buy |
+2,678
| New | +$217K | 0.03% | 520 |
|
|
2018
Q4 | – | Sell |
-2,800
| Closed | -$214K | – | 484 |
|
|
2018
Q3 | $214K | Buy |
+2,800
| New | +$214K | 0.05% | 395 |
|
|
2018
Q2 | – | Sell |
-1,868
| Closed | -$130K | – | 638 |
|
|
2018
Q1 | $130K | Sell |
1,868
-1,534
| -45% | -$107K | 0.03% | 423 |
|
|
2017
Q4 | $264K | Buy |
3,402
+1,947
| +134% | +$151K | 0.07% | 305 |
|
|
2017
Q3 | $95K | Sell |
1,455
-49
| -3% | -$3.2K | 0.04% | 366 |
|
|
2017
Q2 | $1 | Buy |
1,504
+539
| +56% | – | ﹤0.01% | 1290 |
|
|
2017
Q1 | $64K | Sell |
965
-166
| -15% | -$11K | 0.04% | 371 |
|
|
2016
Q4 | $82K | Buy |
+1,131
| New | +$82K | 0.06% | 298 |
|