Institute for 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 | $403K | Hold |
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|
2024
Q4 | $409K | Sell |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $272K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $304K | Hold |
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|
2021
Q3 | $323K | Sell |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $259K | Hold |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $323K | Hold |
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|
2019
Q3 | $309K | Sell |
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|
2019
Q2 | $313K | Sell |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $322K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $237K | Buy |
|