PDS Planning’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 |
-1,971
| Closed | -$336K | – | 521 |
|
|
2025
Q1 | $336K | Buy |
1,971
+97
| +5% | +$16.6K | 0.03% | 293 |
|
|
2024
Q4 | $325K | Sell |
1,874
-41
| -2% | -$7.1K | 0.03% | 274 |
|
|
2024
Q3 | $269K | Buy |
1,915
+305
| +19% | +$42.8K | 0.02% | 328 |
|
|
2024
Q2 | $211K | Buy |
1,610
+8
| +0.5% | +$1.05K | 0.02% | 349 |
|
|
2024
Q1 | $210K | Buy |
+1,602
| New | +$210K | 0.02% | 349 |
|