Key Financial Inc’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-869
| Closed | -$148K | – | 1442 |
|
|
2025
Q1 | $148K | Hold |
869
| – | – | 0.03% | 304 |
|
|
2024
Q4 | $151K | Hold |
869
| – | – | 0.03% | 296 |
|
|
2024
Q3 | $122K | Buy |
869
+7
| +0.8% | +$982 | 0.03% | 323 |
|
|
2024
Q2 | $113K | Buy |
862
+628
| +268% | +$82.1K | 0.03% | 321 |
|
|
2024
Q1 | $30.7K | Hold |
234
| – | – | 0.01% | 527 |
|
|
2023
Q4 | $26.3K | Hold |
234
| – | – | 0.01% | 532 |
|
|
2023
Q3 | $20.3K | Sell |
234
-33
| -12% | -$2.86K | 0.01% | 566 |
|
|
2023
Q2 | $31.2K | Buy |
267
+33
| +14% | +$3.86K | 0.01% | 485 |
|
|
2023
Q1 | $23.1K | Hold |
234
| – | – | 0.01% | 519 |
|
|
2022
Q4 | $21.3K | Hold |
234
| – | – | 0.01% | 486 |
|
|
2022
Q3 | $21K | Hold |
234
| – | – | 0.01% | 487 |
|
|
2022
Q2 | $23K | Hold |
234
| – | – | 0.01% | 479 |
|
|
2022
Q1 | $26K | Hold |
234
| – | – | 0.01% | 454 |
|
|
2021
Q4 | $27K | Sell |
234
-59
| -20% | -$6.81K | 0.01% | 432 |
|
|
2021
Q3 | $36K | Sell |
293
-50
| -15% | -$6.14K | 0.02% | 385 |
|
|
2021
Q2 | $43K | Hold |
343
| – | – | 0.02% | 368 |
|
|
2021
Q1 | $33K | Hold |
343
| – | – | 0.02% | 337 |
|
|
2020
Q4 | $31K | Buy |
+343
| New | +$31K | 0.02% | 314 |
|
|
2020
Q2 | – | Sell |
-343
| Closed | -$13K | – | 210 |
|
|
2020
Q1 | $13K | Buy |
+343
| New | +$13K | 0.01% | 373 |
|