Private 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 |
-99
| Closed | -$16.9K | – | 1522 |
|
|
2025
Q1 | $16.9K | Hold |
99
| – | – | 0.01% | 335 |
|
|
2024
Q4 | $17.2K | Hold |
99
| – | – | 0.01% | 342 |
|
|
2024
Q3 | $13.9K | Buy |
99
+1
| +1% | +$140 | 0.01% | 373 |
|
|
2024
Q2 | $12.8K | Hold |
98
| – | – | 0.01% | 383 |
|
|
2024
Q1 | $12.8K | Hold |
98
| – | – | 0.01% | 353 |
|
|
2023
Q4 | $11K | Buy |
+98
| New | +$11K | 0.01% | 388 |
|