Independent Solutions Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $317K | Sell |
|
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|
2024
Q2 | $296K | Sell |
|
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|
2024
Q1 | $350K | Sell |
|
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $245K | Sell |
|
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $290K | Sell |
|
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|
2022
Q4 | $294K | Sell |
|
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $611K | Sell |
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|
2021
Q3 | $667K | Sell |
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|
2021
Q2 | $649K | Sell |
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|
2021
Q1 | $572K | Sell |
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|
2020
Q4 | $547K | Sell |
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|
2020
Q3 | $361K | Buy |
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|
2020
Q2 | $310K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Buy |
|