NewSquare Capital’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 |
-91
| Closed | -$15.5K | – | 1327 |
|
|
2025
Q1 | $15.5K | Buy |
91
+70
| +333% | +$11.9K | ﹤0.01% | 419 |
|
|
2024
Q4 | $3.64K | Buy |
+21
| New | +$3.64K | ﹤0.01% | 413 |
|
|
2023
Q1 | – | Sell |
-14
| Closed | -$1.37K | – | 907 |
|
|
2022
Q4 | $1.37K | Hold |
14
| – | – | ﹤0.01% | 539 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 378 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 341 |
|
|
2022
Q1 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 338 |
|
|
2020
Q3 | – | Sell |
-17
| Closed | -$1K | – | 345 |
|
|
2020
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 339 |
|
|
2016
Q4 | – | Sell |
-63
| Closed | -$4K | – | 356 |
|
|
2016
Q3 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 345 |
|
|
2016
Q2 | – | Sell |
-307
| Closed | -$16K | – | 357 |
|
|
2016
Q1 | $16K | Buy |
+307
| New | +$16K | ﹤0.01% | 245 |
|
|
2013
Q4 | – | Sell |
-73
| Closed | -$4K | – | 248 |
|
|
2013
Q3 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 200 |
|