Mission Wealth Management’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 |
-2,556
| Closed | -$436K | – | 653 |
|
|
2025
Q1 | $436K | Sell |
2,556
-26
| -1% | -$4.44K | 0.01% | 469 |
|
|
2024
Q4 | $447K | Sell |
2,582
-16
| -0.6% | -$2.77K | 0.01% | 428 |
|
|
2024
Q3 | $364K | Buy |
2,598
+19
| +0.7% | +$2.67K | 0.01% | 486 |
|
|
2024
Q2 | $337K | Buy |
2,579
+215
| +9% | +$28.1K | 0.01% | 483 |
|
|
2024
Q1 | $310K | Sell |
2,364
-9
| -0.4% | -$1.18K | 0.01% | 512 |
|
|
2023
Q4 | $267K | Buy |
+2,373
| New | +$267K | 0.01% | 474 |
|
|
2023
Q3 | – | Sell |
-1,917
| Closed | -$224K | – | 527 |
|
|
2023
Q2 | $224K | Buy |
+1,917
| New | +$224K | 0.01% | 478 |
|
|
2022
Q3 | – | Sell |
-2,231
| Closed | -$211K | – | 486 |
|
|
2022
Q2 | $211K | Buy |
+2,231
| New | +$211K | 0.01% | 454 |
|