Optimum Investment 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
2023 Q4	–	Sell	-500	Closed	-$43.3K	–	665
2023 Q3	$43.3K	Hold	500	–	–	0.02%	378
2023 Q2	$58.4K	Hold	500	–	–	0.03%	355
2023 Q1	$49.4K	Hold	500	–	–	0.03%	366
2022 Q4	$48.9K	Hold	500	–	–	0.03%	377
2022 Q3	$45K	Hold	500	–	–	0.02%	388
2022 Q2	$47K	Hold	500	–	–	0.02%	405
2022 Q1	$55K	Hold	500	–	–	0.02%	412
2021 Q4	$58K	Hold	500	–	–	0.02%	436
2021 Q3	$61K	Hold	500	–	–	0.03%	420
2021 Q2	$59K	Hold	500	–	–	0.02%	468
2021 Q1	$47K	Hold	500	–	–	0.01%	512
2020 Q4	$45K	Hold	500	–	–	0.01%	494
2020 Q3	$29K	Hold	500	–	–	0.01%	533
2020 Q2	$25K	Hold	500	–	–	0.01%	560
2020 Q1	$18K	Hold	500	–	–	0.01%	592
2019 Q4	$42K	Sell	500 -147	-23%	-$12.3K	0.01%	545
2019 Q3	$52K	Hold	647	–	–	0.02%	507
2019 Q2	$50K	Buy	647 +1	+0.2%	+$77	0.02%	505
2019 Q1	$46K	Buy	646 +1	+0.2%	+$71	0.02%	519
2018 Q4	$38K	Buy	645 +1	+0.2%	+$59	0.01%	509
2018 Q3	$49K	Buy	644 +1	+0.2%	+$76	0.01%	531
2018 Q2	$45K	Hold	643	–	–	0.01%	548
2018 Q1	$46K	Buy	+643	New	+$46K	0.01%	534
2015 Q1	$36K	Hold	634	–	–	0.01%	570
2014 Q4	$42K	Sell	634 -57	-8%	-$3.78K	0.01%	559
2014 Q3	$45K	Hold	691	–	–	0.01%	499
2014 Q2	$43K	Buy	691 +501	+264%	+$31.2K	0.01%	517
2014 Q1	$11K	Hold	190	–	–	﹤0.01%	586
2013 Q4	$11K	Sell	190 -99	-34%	-$5.73K	﹤0.01%	597
2013 Q3	$15K	Buy	+289	New	+$15K	0.01%	535