Prime Capital Investment 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 |
-2,121
| Closed | -$362K | – | 969 |
|
|
2025
Q1 | $362K | Buy |
2,121
+405
| +24% | +$69.1K | ﹤0.01% | 773 |
|
|
2024
Q4 | $297K | Sell |
1,716
-62
| -3% | -$10.7K | ﹤0.01% | 731 |
|
|
2024
Q3 | $249K | Buy |
1,778
+25
| +1% | +$3.51K | ﹤0.01% | 791 |
|
|
2024
Q2 | $229K | Sell |
1,753
-189
| -10% | -$24.7K | ﹤0.01% | 813 |
|
|
2024
Q1 | $255K | Sell |
1,942
-62
| -3% | -$8.13K | ﹤0.01% | 820 |
|
|
2023
Q4 | $225K | Buy |
+2,004
| New | +$225K | ﹤0.01% | 843 |
|
|
2020
Q1 | – | Sell |
-436
| Closed | -$37K | – | 505 |
|
|
2019
Q4 | $37K | Hold |
436
| – | – | ﹤0.01% | 335 |
|
|
2019
Q3 | $35K | Buy |
+436
| New | +$35K | 0.01% | 340 |
|