Larson Financial Group’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 |
-685
| Closed | -$117K | – | 3307 |
|
|
2025
Q1 | $117K | Buy |
685
+226
| +49% | +$38.6K | 0.01% | 755 |
|
|
2024
Q4 | $79.5K | Buy |
459
+73
| +19% | +$12.6K | ﹤0.01% | 769 |
|
|
2024
Q3 | $54.2K | Buy |
386
+135
| +54% | +$18.9K | ﹤0.01% | 876 |
|
|
2024
Q2 | $32.8K | Buy |
251
+195
| +348% | +$25.5K | ﹤0.01% | 909 |
|
|
2024
Q1 | $7.34K | Sell |
56
-412
| -88% | -$54K | ﹤0.01% | 1114 |
|
|
2023
Q4 | $52.6K | Buy |
468
+3
| +0.6% | +$337 | ﹤0.01% | 632 |
|
|
2023
Q3 | $40.2K | Buy |
465
+239
| +106% | +$20.7K | ﹤0.01% | 669 |
|
|
2023
Q2 | $26.4K | Hold |
226
| – | – | ﹤0.01% | 668 |
|
|
2023
Q1 | $22.3K | Hold |
226
| – | – | ﹤0.01% | 715 |
|
|
2022
Q4 | $22.1K | Sell |
226
-66
| -23% | -$6.46K | ﹤0.01% | 674 |
|
|
2022
Q3 | $27K | Buy |
292
+66
| +29% | +$6.1K | ﹤0.01% | 563 |
|
|
2022
Q2 | $21K | Hold |
226
| – | – | ﹤0.01% | 536 |
|
|
2022
Q1 | $25K | Hold |
226
| – | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $26K | Sell |
226
-424
| -65% | -$48.8K | ﹤0.01% | 491 |
|
|
2021
Q3 | $80K | Buy |
650
+94
| +17% | +$11.6K | 0.02% | 234 |
|
|
2021
Q2 | $66K | Buy |
556
+2
| +0.4% | +$237 | 0.02% | 232 |
|
|
2021
Q1 | $53K | Buy |
+554
| New | +$53K | 0.02% | 249 |
|