Proficio Capital Partners’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 |
-1,278
| Closed | -$218K | – | 442 |
|
|
2025
Q1 | $218K | Buy |
1,278
+71
| +6% | +$12.1K | 0.02% | 355 |
|
|
2024
Q4 | $209K | Buy |
+1,207
| New | +$209K | 0.02% | 346 |
|
|
2019
Q3 | – | Sell |
-731
| Closed | -$57K | – | 497 |
|
|
2019
Q2 | $57K | Sell |
731
-7
| -0.9% | -$546 | 0.02% | 325 |
|
|
2019
Q1 | $53K | Buy |
738
+47
| +7% | +$3.38K | 0.02% | 324 |
|
|
2018
Q4 | $41K | Sell |
691
-14
| -2% | -$831 | 0.02% | 345 |
|
|
2018
Q3 | $54K | Sell |
705
-6
| -0.8% | -$460 | 0.02% | 329 |
|
|
2018
Q2 | $50K | Buy |
711
+9
| +1% | +$633 | 0.02% | 359 |
|
|
2018
Q1 | $50K | Buy |
702
+1
| +0.1% | +$71 | 0.01% | 341 |
|
|
2017
Q4 | $54K | Buy |
701
+15
| +2% | +$1.16K | 0.02% | 323 |
|
|
2017
Q3 | $44K | Buy |
686
+546
| +390% | +$35K | 0.02% | 410 |
|
|
2017
Q2 | $9K | Sell |
140
-346
| -71% | -$22.2K | ﹤0.01% | 819 |
|
|
2017
Q1 | $29K | Buy |
486
+406
| +508% | +$24.2K | 0.01% | 517 |
|
|
2016
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 705 |
|
|
2016
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 701 |
|
|
2016
Q2 | $5K | Sell |
80
-36
| -31% | -$2.25K | ﹤0.01% | 684 |
|
|
2016
Q1 | $6K | Buy |
116
+26
| +29% | +$1.35K | 0.01% | 481 |
|
|
2015
Q4 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 410 |
|