Personal CFO Solutions’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,660
| Closed | -$283K | – | 490 |
|
|
2025
Q1 | $283K | Buy |
+1,660
| New | +$283K | 0.06% | 331 |
|
|
2024
Q4 | – | Sell |
-3,895
| Closed | -$546K | – | 488 |
|
|
2024
Q3 | $546K | Sell |
3,895
-246
| -6% | -$34.5K | 0.08% | 245 |
|
|
2024
Q2 | $542K | Sell |
4,141
-284
| -6% | -$37.2K | 0.08% | 235 |
|
|
2024
Q1 | $580K | Sell |
4,425
-215
| -5% | -$28.2K | 0.09% | 216 |
|
|
2023
Q4 | $522K | Buy |
+4,640
| New | +$522K | 0.09% | 216 |
|
|
2023
Q3 | – | Sell |
-3,987
| Closed | -$466K | – | 465 |
|
|
2023
Q2 | $466K | Buy |
3,987
+69
| +2% | +$8.06K | 0.09% | 217 |
|
|
2023
Q1 | $387K | Buy |
3,918
+42
| +1% | +$4.15K | 0.08% | 249 |
|
|
2022
Q4 | $379K | Sell |
3,876
-4,603
| -54% | -$450K | 0.08% | 239 |
|
|
2022
Q3 | $771K | Buy |
8,479
+1,900
| +29% | +$173K | 0.19% | 99 |
|
|
2022
Q2 | $622K | Sell |
6,579
-2,659
| -29% | -$251K | 0.15% | 122 |
|
|
2022
Q1 | $1.02M | Buy |
9,238
+1,539
| +20% | +$170K | 0.2% | 101 |
|
|
2021
Q4 | $890K | Buy |
+7,699
| New | +$890K | 0.17% | 123 |
|