RA
DFS
Rise Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-550
| Closed | -$94K | – | 1574 |
|
|
2025
Q1 | $94K | Sell |
550
-13
| -2% | -$2.22K | 0.04% | 152 |
|
|
2024
Q4 | $97.6K | Sell |
563
-23
| -4% | -$3.99K | 0.05% | 142 |
|
|
2024
Q3 | $82.2K | Sell |
586
-24
| -4% | -$3.37K | 0.04% | 162 |
|
|
2024
Q2 | $79.8K | Buy |
610
+3
| +0.5% | +$392 | 0.04% | 173 |
|
|
2024
Q1 | $79.5K | Buy |
607
+122
| +25% | +$16K | 0.04% | 170 |
|
|
2023
Q4 | $54.5K | Buy |
485
+4
| +0.8% | +$449 | 0.04% | 156 |
|
|
2023
Q3 | $41.7K | Buy |
481
+3
| +0.6% | +$260 | 0.03% | 151 |
|
|
2023
Q2 | $55.9K | Buy |
478
+3
| +0.6% | +$351 | 0.04% | 138 |
|
|
2023
Q1 | $57K | Buy |
475
+2
| +0.4% | +$240 | 0.04% | 144 |
|
|
2022
Q4 | $46.3K | Buy |
473
+3
| +0.6% | +$293 | 0.04% | 156 |
|
|
2022
Q3 | $43K | Buy |
470
+3
| +0.6% | +$274 | 0.04% | 165 |
|
|
2022
Q2 | $44K | Buy |
467
+2
| +0.4% | +$188 | 0.04% | 152 |
|
|
2022
Q1 | $51K | Buy |
465
+2
| +0.4% | +$219 | 0.05% | 147 |
|
|
2021
Q4 | $53.5K | Buy |
+463
| New | +$53.5K | 0.05% | 139 |
|