Mayflower 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 |
-1,516
| Closed | -$259K | – | 392 |
|
|
2025
Q1 | $259K | Buy |
1,516
+66
| +5% | +$11.3K | 0.04% | 329 |
|
|
2024
Q4 | $251K | Sell |
1,450
-69
| -5% | -$12K | 0.04% | 328 |
|
|
2024
Q3 | $213K | Sell |
1,519
-275
| -15% | -$38.6K | 0.03% | 352 |
|
|
2024
Q2 | $235K | Buy |
1,794
+26
| +1% | +$3.4K | 0.04% | 313 |
|
|
2024
Q1 | $232K | Sell |
1,768
-43
| -2% | -$5.64K | 0.04% | 320 |
|
|
2023
Q4 | $204K | Buy |
+1,811
| New | +$204K | 0.03% | 321 |
|
|
2023
Q3 | – | Sell |
-2,275
| Closed | -$266K | – | 344 |
|
|
2023
Q2 | $266K | Sell |
2,275
-373
| -14% | -$43.6K | 0.03% | 293 |
|
|
2023
Q1 | $262K | Buy |
2,648
+7
| +0.3% | +$692 | 0.03% | 287 |
|
|
2022
Q4 | $258K | Sell |
2,641
-69
| -3% | -$6.75K | 0.04% | 286 |
|
|
2022
Q3 | $246K | Sell |
2,710
-99
| -4% | -$8.99K | 0.04% | 275 |
|
|
2022
Q2 | $266K | Buy |
2,809
+20
| +0.7% | +$1.89K | 0.04% | 268 |
|
|
2022
Q1 | $307K | Sell |
2,789
-33
| -1% | -$3.63K | 0.04% | 266 |
|
|
2021
Q4 | $326K | Buy |
2,822
+110
| +4% | +$12.7K | 0.04% | 249 |
|
|
2021
Q3 | $356K | Buy |
2,712
+17
| +0.6% | +$2.23K | 0.05% | 235 |
|
|
2021
Q2 | $319K | Sell |
2,695
-50
| -2% | -$5.92K | 0.04% | 232 |
|
|
2021
Q1 | $261K | Buy |
2,745
+50
| +2% | +$4.75K | 0.04% | 246 |
|
|
2020
Q4 | $244K | Buy |
+2,695
| New | +$244K | 0.04% | 233 |
|