Laraway Financial Advisors’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 |
-3,705
| Closed | -$632K | – | 125 |
|
|
2025
Q1 | $632K | Sell |
3,705
-150
| -4% | -$25.6K | 0.5% | 50 |
|
|
2024
Q4 | $668K | Sell |
3,855
-25
| -0.6% | -$4.33K | 0.51% | 50 |
|
|
2024
Q3 | $544K | Hold |
3,880
| – | – | 0.43% | 62 |
|
|
2024
Q2 | $508K | Hold |
3,880
| – | – | 0.43% | 63 |
|
|
2024
Q1 | $509K | Sell |
3,880
-20
| -0.5% | -$2.62K | 0.45% | 67 |
|
|
2023
Q4 | $438K | Hold |
3,900
| – | – | 0.42% | 70 |
|
|
2023
Q3 | $338K | Hold |
3,900
| – | – | 0.35% | 74 |
|
|
2023
Q2 | $456K | Sell |
3,900
-200
| -5% | -$23.4K | 0.45% | 68 |
|
|
2023
Q1 | $405K | Sell |
4,100
-300
| -7% | -$29.7K | 0.41% | 73 |
|
|
2022
Q4 | $430K | Hold |
4,400
| – | – | 0.45% | 69 |
|
|
2022
Q3 | $400K | Hold |
4,400
| – | – | 0.45% | 68 |
|
|
2022
Q2 | $416K | Sell |
4,400
-300
| -6% | -$28.4K | 0.44% | 69 |
|
|
2022
Q1 | $518K | Hold |
4,700
| – | – | 0.47% | 68 |
|
|
2021
Q4 | $543K | Buy |
+4,700
| New | +$543K | 0.48% | 67 |
|