Plante Moran Financial 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
Q2 | – | Sell |
-50
| Closed | -$8.54K | – | 795 |
|
|
2025
Q1 | $8.54K | Buy |
+50
| New | +$8.54K | ﹤0.01% | 596 |
|
|
2024
Q4 | – | Sell |
-28
| Closed | -$3.95K | – | 928 |
|
|
2024
Q3 | $3.95K | Buy |
+28
| New | +$3.95K | ﹤0.01% | 706 |
|
|
2022
Q3 | – | Sell |
-91
| Closed | -$9K | – | 900 |
|
|
2022
Q2 | $9K | Buy |
+91
| New | +$9K | ﹤0.01% | 621 |
|
|
2020
Q1 | – | Sell |
-346
| Closed | -$29K | – | 749 |
|
|
2019
Q4 | $29K | Buy |
+346
| New | +$29K | 0.01% | 401 |
|
|
2019
Q3 | – | Sell |
-751
| Closed | -$58K | – | 854 |
|
|
2019
Q2 | $58K | Hold |
751
| – | – | 0.02% | 306 |
|
|
2019
Q1 | $53K | Buy |
+751
| New | +$53K | 0.02% | 316 |
|
|
2017
Q1 | – | Sell |
-166
| Closed | -$12K | – | 903 |
|
|
2016
Q4 | $12K | Buy |
+166
| New | +$12K | 0.01% | 556 |
|
|
2016
Q3 | – | Sell |
-547
| Closed | -$29K | – | 944 |
|
|
2016
Q2 | $29K | Buy |
+547
| New | +$29K | 0.02% | 367 |
|
|
2015
Q4 | – | Sell |
-288
| Closed | -$15K | – | 957 |
|
|
2015
Q3 | $15K | Buy |
288
+43
| +18% | +$2.24K | 0.01% | 421 |
|
|
2015
Q2 | $14K | Buy |
245
+217
| +775% | +$12.4K | 0.01% | 472 |
|
|
2015
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 668 |
|
|
2014
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 754 |
|
|
2014
Q3 | $2K | Sell |
28
-500
| -95% | -$35.7K | ﹤0.01% | 734 |
|
|
2014
Q2 | $33K | Buy |
+528
| New | +$33K | 0.03% | 294 |
|
|
2014
Q1 | – | Sell |
-1,250
| Closed | -$70K | – | 637 |
|
|
2013
Q4 | $70K | Hold |
1,250
| – | – | 0.04% | 186 |
|
|
2013
Q3 | $63K | Buy |
+1,250
| New | +$63K | 0.04% | 169 |
|