LA
DFS
Legacy 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 |
-1,965
| Closed | -$335K | – | 123 |
|
|
2025
Q1 | $335K | Buy |
1,965
+51
| +3% | +$8.71K | 0.03% | 309 |
|
|
2024
Q4 | $332K | Sell |
1,914
-40
| -2% | -$6.93K | 0.03% | 300 |
|
|
2024
Q3 | $274K | Buy |
1,954
+42
| +2% | +$5.89K | 0.03% | 308 |
|
|
2024
Q2 | $250K | Sell |
1,912
-120
| -6% | -$15.7K | 0.03% | 280 |
|
|
2024
Q1 | $266K | Sell |
2,032
-1,425
| -41% | -$187K | 0.03% | 263 |
|
|
2023
Q4 | $389K | Buy |
+3,457
| New | +$389K | 0.05% | 212 |
|
|
2022
Q2 | – | Sell |
-2,155
| Closed | -$237K | – | 222 |
|
|
2022
Q1 | $237K | Buy |
+2,155
| New | +$237K | 0.05% | 183 |
|
|
2019
Q3 | – | Sell |
-97
| Closed | -$8K | – | 169 |
|
|
2019
Q2 | $8K | Hold |
97
| – | – | 0.01% | 311 |
|
|
2019
Q1 | $7K | Buy |
+97
| New | +$7K | ﹤0.01% | 348 |
|
|
2018
Q4 | – | Sell |
-2,357
| Closed | -$180K | – | 187 |
|
|
2018
Q3 | $180K | Buy |
2,357
+2,260
| +2,330% | +$173K | 0.09% | 144 |
|
|
2018
Q2 | $7K | Hold |
97
| – | – | 0.01% | 331 |
|
|
2018
Q1 | $7K | Hold |
97
| – | – | 0.01% | 289 |
|
|
2017
Q4 | $7K | Hold |
97
| – | – | 0.01% | 280 |
|
|
2017
Q3 | $6K | Hold |
97
| – | – | 0.01% | 261 |
|
|
2017
Q2 | $6K | Hold |
97
| – | – | 0.01% | 174 |
|
|
2017
Q1 | $6K | Hold |
97
| – | – | 0.01% | 166 |
|
|
2016
Q4 | $6K | Buy |
+97
| New | +$6K | 0.01% | 186 |
|