Parisi Gray 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
Q1 | – | Sell |
-1,168
| Closed | -$202K | – | 111 |
|
|
2024
Q4 | $202K | Buy |
+1,168
| New | +$202K | 0.06% | 101 |
|
|
2021
Q3 | – | Sell |
-1,272
| Closed | -$150K | – | 239 |
|
|
2021
Q2 | $150K | Buy |
+1,272
| New | +$150K | 0.05% | 148 |
|
|
2020
Q2 | – | Sell |
-7,028
| Closed | -$251K | – | 111 |
|
|
2020
Q1 | $251K | Sell |
7,028
-39
| -0.6% | -$1.39K | 0.18% | 87 |
|
|
2019
Q4 | $599K | Hold |
7,067
| – | – | 0.34% | 63 |
|
|
2019
Q3 | $573K | Buy |
7,067
+14
| +0.2% | +$1.14K | 0.38% | 59 |
|
|
2019
Q2 | $547K | Hold |
7,053
| – | – | 0.37% | 59 |
|
|
2019
Q1 | $502K | Hold |
7,053
| – | – | 0.32% | 62 |
|
|
2018
Q4 | $411K | Hold |
7,053
| – | – | 0.28% | 70 |
|
|
2018
Q3 | $544K | Hold |
7,053
| – | – | 0.34% | 68 |
|
|
2018
Q2 | $497K | Hold |
7,053
| – | – | 0.33% | 72 |
|
|
2018
Q1 | $498K | Hold |
7,053
| – | – | 0.38% | 65 |
|
|
2017
Q4 | $542K | Buy |
+7,053
| New | +$542K | 0.4% | 61 |
|