RZH
DFS
Relyea Zuckerberg Hanson’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,836
| Closed | -$313K | – | 264 |
|
|
2025
Q1 | $313K | Sell |
1,836
-216
| -11% | -$36.9K | 0.04% | 200 |
|
|
2024
Q4 | $355K | Buy |
2,052
+15
| +0.7% | +$2.6K | 0.05% | 184 |
|
|
2024
Q3 | $286K | Buy |
2,037
+78
| +4% | +$10.9K | 0.04% | 203 |
|
|
2024
Q2 | $256K | Buy |
1,959
+30
| +2% | +$3.93K | 0.04% | 205 |
|
|
2024
Q1 | $253K | Sell |
1,929
-222
| -10% | -$29.1K | 0.04% | 200 |
|
|
2023
Q4 | $242K | Sell |
2,151
-323
| -13% | -$36.3K | 0.05% | 190 |
|
|
2023
Q3 | $214K | Sell |
2,474
-189
| -7% | -$16.4K | 0.05% | 180 |
|
|
2023
Q2 | $311K | Buy |
2,663
+18
| +0.7% | +$2.1K | 0.07% | 147 |
|
|
2023
Q1 | $261K | Sell |
2,645
-3
| -0.1% | -$297 | 0.06% | 158 |
|
|
2022
Q4 | $259K | Buy |
2,648
+72
| +3% | +$7.04K | 0.07% | 144 |
|
|
2022
Q3 | $234K | Sell |
2,576
-108
| -4% | -$9.81K | 0.08% | 129 |
|
|
2022
Q2 | $254K | Sell |
2,684
-186
| -6% | -$17.6K | 0.09% | 126 |
|
|
2022
Q1 | $323K | Sell |
2,870
-67
| -2% | -$7.54K | 0.11% | 124 |
|
|
2021
Q4 | $336K | Buy |
2,937
+30
| +1% | +$3.43K | 0.12% | 117 |
|
|
2021
Q3 | $357K | Buy |
2,907
+569
| +24% | +$69.9K | 0.14% | 106 |
|
|
2021
Q2 | $277K | Buy |
2,338
+44
| +2% | +$5.21K | 0.11% | 108 |
|
|
2021
Q1 | $247K | Buy |
2,294
+41
| +2% | +$4.42K | 0.11% | 113 |
|
|
2020
Q4 | $204K | Buy |
+2,253
| New | +$204K | 0.11% | 116 |
|
|
2020
Q1 | – | Sell |
-2,532
| Closed | -$215K | – | 108 |
|
|
2019
Q4 | $215K | Buy |
+2,532
| New | +$215K | 0.21% | 101 |
|