PSI 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 |
-200
| Closed | -$34.1K | – | 233 |
|
|
2025
Q1 | $34.1K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2024
Q4 | $34.6K | Hold |
200
| – | – | 0.01% | 327 |
|
|
2024
Q3 | $28.1K | Hold |
200
| – | – | 0.01% | 359 |
|
|
2024
Q2 | $26.2K | Sell |
200
-200
| -50% | -$26.2K | 0.01% | 354 |
|
|
2024
Q1 | $52.4K | Buy |
400
+200
| +100% | +$26.2K | 0.02% | 244 |
|
|
2023
Q4 | $22.5K | Hold |
200
| – | – | 0.01% | 391 |
|
|
2023
Q3 | $17.3K | Hold |
200
| – | – | 0.01% | 417 |
|
|
2023
Q2 | $23.4K | Hold |
200
| – | – | 0.01% | 367 |
|
|
2023
Q1 | $19.8K | Hold |
200
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $19.6K | Hold |
200
| – | – | 0.01% | 322 |
|
|
2022
Q3 | $18K | Hold |
200
| – | – | 0.01% | 337 |
|
|
2022
Q2 | $19K | Hold |
200
| – | – | 0.01% | 358 |
|
|
2022
Q1 | $22K | Hold |
200
| – | – | 0.01% | 354 |
|
|
2021
Q4 | $23K | Hold |
200
| – | – | 0.01% | 375 |
|
|
2021
Q3 | $25K | Buy |
+200
| New | +$25K | 0.01% | 352 |
|