Pacific Capital Wealth 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
Q1 | – | Sell |
-500
| Closed | -$86.6K | – | 159 |
|
|
2024
Q4 | $86.6K | Hold |
500
| – | – | 0.01% | 118 |
|
|
2024
Q3 | $70.1K | Hold |
500
| – | – | 0.01% | 132 |
|
|
2024
Q2 | $65.4K | Sell |
500
-39
| -7% | -$5.1K | 0.01% | 134 |
|
|
2024
Q1 | $70.7K | Buy |
539
+39
| +8% | +$5.11K | 0.02% | 109 |
|
|
2023
Q4 | $56.2K | Buy |
+500
| New | +$56.2K | 0.01% | 125 |
|
|
2020
Q4 | – | Sell |
-500
| Closed | -$29K | – | 96 |
|
|
2020
Q3 | $29K | Buy |
+500
| New | +$29K | 0.02% | 126 |
|