REDW Wealth’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,023
| Closed | -$284K | – | 115 |
|
|
2024
Q3 | $284K | Hold |
2,023
| – | – | 0.07% | 131 |
|
|
2024
Q2 | $265K | Hold |
2,023
| – | – | 0.07% | 135 |
|
|
2024
Q1 | $265K | Sell |
2,023
-229
| -10% | -$30K | 0.07% | 133 |
|
|
2023
Q4 | $253K | Sell |
2,252
-288
| -11% | -$32.4K | 0.07% | 127 |
|
|
2023
Q3 | $220K | Sell |
2,540
-282
| -10% | -$24.4K | 0.07% | 130 |
|
|
2023
Q2 | $330K | Hold |
2,822
| – | – | 0.1% | 108 |
|
|
2023
Q1 | $279K | Buy |
2,822
+544
| +24% | +$53.8K | 0.09% | 107 |
|
|
2022
Q4 | $223K | Buy |
+2,278
| New | +$223K | 0.08% | 123 |
|