Provenance Wealth 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 |
-24
| Closed | -$4.1K | – | 454 |
|
|
2025
Q1 | $4.1K | Hold |
24
| – | – | ﹤0.01% | 359 |
|
|
2024
Q4 | $4.16K | Hold |
24
| – | – | ﹤0.01% | 377 |
|
|
2024
Q3 | $3.37K | Hold |
24
| – | – | ﹤0.01% | 423 |
|
|
2024
Q2 | $3.14K | Hold |
24
| – | – | ﹤0.01% | 348 |
|
|
2024
Q1 | $3.15K | Hold |
24
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $2.7K | Hold |
24
| – | – | ﹤0.01% | 415 |
|
|
2023
Q3 | $2.08K | Buy |
+24
| New | +$2.08K | ﹤0.01% | 316 |
|