NewEdge Wealth’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 |
-33,415
| Closed | -$5.7M | – | 976 |
|
|
2025
Q1 | $5.7M | Sell |
33,415
-7,689
| -19% | -$1.31M | 0.1% | 164 |
|
|
2024
Q4 | $7.12M | Sell |
41,104
-26,055
| -39% | -$4.51M | 0.12% | 142 |
|
|
2024
Q3 | $9.42M | Sell |
67,159
-61,182
| -48% | -$8.58M | 0.17% | 122 |
|
|
2024
Q2 | $16.8M | Sell |
128,341
-3,041
| -2% | -$398K | 0.36% | 76 |
|
|
2024
Q1 | $16.4M | Sell |
131,382
-35,085
| -21% | -$4.37M | 0.37% | 75 |
|
|
2023
Q4 | $18.7M | Buy |
166,467
+50,247
| +43% | +$5.65M | 0.48% | 57 |
|
|
2023
Q3 | $10.1M | Buy |
116,220
+113,218
| +3,771% | +$9.81M | 0.32% | 90 |
|
|
2023
Q2 | $351K | Buy |
+3,002
| New | +$351K | 0.01% | 518 |
|