Prestige Wealth Management Group’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 |
-28
| Closed | -$4.78K | – | 1021 |
|
|
2025
Q1 | $4.78K | Hold |
28
| – | – | ﹤0.01% | 568 |
|
|
2024
Q4 | $4.85K | Hold |
28
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $3.93K | Hold |
28
| – | – | ﹤0.01% | 647 |
|
|
2024
Q2 | $3.66K | Sell |
28
-882
| -97% | -$115K | ﹤0.01% | 606 |
|
|
2024
Q1 | $119K | Sell |
910
-156
| -15% | -$20.5K | 0.03% | 185 |
|
|
2023
Q4 | $120K | Buy |
1,066
+18
| +2% | +$2.02K | 0.03% | 171 |
|
|
2023
Q3 | $90.8K | Sell |
1,048
-17
| -2% | -$1.47K | 0.02% | 188 |
|
|
2023
Q2 | $124K | Hold |
1,065
| – | – | 0.03% | 183 |
|
|
2023
Q1 | $105K | Buy |
1,065
+17
| +2% | +$1.68K | 0.03% | 181 |
|
|
2022
Q4 | $103K | Hold |
1,048
| – | – | 0.03% | 191 |
|
|
2022
Q3 | $95K | Hold |
1,048
| – | – | 0.03% | 174 |
|
|
2022
Q2 | $99K | Hold |
1,048
| – | – | 0.03% | 176 |
|
|
2022
Q1 | $115K | Hold |
1,048
| – | – | 0.03% | 176 |
|
|
2021
Q4 | $121K | Hold |
1,048
| – | – | 0.03% | 180 |
|
|
2021
Q3 | $128K | Hold |
1,048
| – | – | 0.03% | 171 |
|
|
2021
Q2 | $123K | Hold |
1,048
| – | – | 0.03% | 167 |
|
|
2021
Q1 | $99K | Hold |
1,048
| – | – | 0.03% | 184 |
|
|
2020
Q4 | $95K | Buy |
1,048
+4
| +0.4% | +$363 | 0.03% | 180 |
|
|
2020
Q3 | $60K | Hold |
1,044
| – | – | 0.02% | 227 |
|
|
2020
Q2 | $52K | Sell |
1,044
-21
| -2% | -$1.05K | 0.02% | 220 |
|
|
2020
Q1 | $38K | Buy |
1,065
+21
| +2% | +$749 | 0.02% | 205 |
|
|
2019
Q4 | $89K | Hold |
1,044
| – | – | 0.05% | 173 |
|
|
2019
Q3 | $85K | Sell |
1,044
-274
| -21% | -$22.3K | 0.05% | 162 |
|
|
2019
Q2 | $102K | Sell |
1,318
-22
| -2% | -$1.7K | 0.06% | 153 |
|
|
2019
Q1 | $95K | Sell |
1,340
-156
| -10% | -$11.1K | 0.06% | 149 |
|
|
2018
Q4 | $88K | Buy |
+1,496
| New | +$88K | 0.06% | 152 |
|