JFS Wealth Advisors’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 | $42.9K | Buy |
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|
2024
Q4 | $36.7K | Sell |
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|
2024
Q3 | $30K | Sell |
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|
2024
Q2 | $57.2K | Sell |
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|
2024
Q1 | $72.3K | Buy |
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|
2023
Q4 | $61.7K | Sell |
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|
2023
Q3 | $50.1K | Sell |
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|
2023
Q2 | $75.2K | Sell |
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|
2023
Q1 | $64K | Buy |
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|
2022
Q4 | $61.6K | Buy |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $43K | Sell |
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|
2021
Q4 | $92K | Sell |
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|
2021
Q3 | $109K | Buy |
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|
2021
Q2 | $47K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $12K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $10K | Sell |
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|
2016
Q2 | $341K | Buy |
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|
2016
Q1 | $9K | Hold |
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|
2015
Q4 | $9K | Hold |
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|
2015
Q3 | $9K | Buy |
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