Pinnacle Wealth Planning Services’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 |
-1,239
| Closed | -$211K | – | 462 |
|
|
2025
Q1 | $211K | Hold |
1,239
| – | – | 0.03% | 349 |
|
|
2024
Q4 | $215K | Sell |
1,239
-266
| -18% | -$46.1K | 0.03% | 343 |
|
|
2024
Q3 | $211K | Buy |
+1,505
| New | +$211K | 0.03% | 446 |
|
|
2021
Q1 | – | Sell |
-1,429
| Closed | -$129K | – | 760 |
|
|
2020
Q4 | $129K | Buy |
+1,429
| New | +$129K | 0.03% | 383 |
|