JFS Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-251
| Closed | -$42.9K | – | 1896 |
|
|
2025
Q1 | $42.9K | Buy |
251
+39
| +18% | +$6.67K | ﹤0.01% | 508 |
|
|
2024
Q4 | $36.7K | Sell |
212
-2
| -0.9% | -$347 | ﹤0.01% | 515 |
|
|
2024
Q3 | $30K | Sell |
214
-223
| -51% | -$31.2K | ﹤0.01% | 556 |
|
|
2024
Q2 | $57.2K | Sell |
437
-115
| -21% | -$15K | ﹤0.01% | 396 |
|
|
2024
Q1 | $72.3K | Buy |
552
+3
| +0.5% | +$393 | 0.01% | 375 |
|
|
2023
Q4 | $61.7K | Sell |
549
-29
| -5% | -$3.26K | 0.01% | 375 |
|
|
2023
Q3 | $50.1K | Sell |
578
-65
| -10% | -$5.63K | ﹤0.01% | 377 |
|
|
2023
Q2 | $75.2K | Sell |
643
-4
| -0.6% | -$468 | 0.01% | 316 |
|
|
2023
Q1 | $64K | Buy |
647
+17
| +3% | +$1.68K | 0.01% | 338 |
|
|
2022
Q4 | $61.6K | Buy |
630
+362
| +135% | +$35.4K | 0.01% | 340 |
|
|
2022
Q3 | $24K | Sell |
268
-103
| -28% | -$9.22K | ﹤0.01% | 527 |
|
|
2022
Q2 | $35K | Sell |
371
-18
| -5% | -$1.7K | ﹤0.01% | 463 |
|
|
2022
Q1 | $43K | Sell |
389
-405
| -51% | -$44.8K | ﹤0.01% | 454 |
|
|
2021
Q4 | $92K | Sell |
794
-93
| -10% | -$10.8K | 0.01% | 320 |
|
|
2021
Q3 | $109K | Buy |
887
+487
| +122% | +$59.8K | 0.01% | 290 |
|
|
2021
Q2 | $47K | Buy |
+400
| New | +$47K | 0.01% | 275 |
|
|
2018
Q1 | – | Sell |
-156
| Closed | -$12K | – | 534 |
|
|
2017
Q4 | $12K | Buy |
+156
| New | +$12K | ﹤0.01% | 371 |
|
|
2016
Q4 | – | Sell |
-170
| Closed | -$10K | – | 451 |
|
|
2016
Q3 | $10K | Sell |
170
-6,200
| -97% | -$365K | ﹤0.01% | 381 |
|
|
2016
Q2 | $341K | Buy |
6,370
+6,200
| +3,647% | +$332K | 0.09% | 120 |
|
|
2016
Q1 | $9K | Hold |
170
| – | – | ﹤0.01% | 405 |
|
|
2015
Q4 | $9K | Hold |
170
| – | – | ﹤0.01% | 401 |
|
|
2015
Q3 | $9K | Buy |
+170
| New | +$9K | ﹤0.01% | 356 |
|