RWM
DFS
Ritholtz Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,629
| Closed | -$619K | – | 995 |
|
|
2025
Q1 | $619K | Buy |
3,629
+64
| +2% | +$10.9K | 0.02% | 531 |
|
|
2024
Q4 | $618K | Sell |
3,565
-118
| -3% | -$20.4K | 0.02% | 505 |
|
|
2024
Q3 | $517K | Sell |
3,683
-81
| -2% | -$11.4K | 0.02% | 546 |
|
|
2024
Q2 | $492K | Sell |
3,764
-1,309
| -26% | -$171K | 0.02% | 532 |
|
|
2024
Q1 | $665K | Sell |
5,073
-1,197
| -19% | -$157K | 0.02% | 460 |
|
|
2023
Q4 | $705K | Buy |
6,270
+1,213
| +24% | +$136K | 0.03% | 409 |
|
|
2023
Q3 | $438K | Sell |
5,057
-3,425
| -40% | -$297K | 0.02% | 475 |
|
|
2023
Q2 | $991K | Buy |
8,482
+3,922
| +86% | +$458K | 0.04% | 272 |
|
|
2023
Q1 | $451K | Buy |
+4,560
| New | +$451K | 0.02% | 431 |
|
|
2022
Q4 | – | Sell |
-7,113
| Closed | -$647K | – | 614 |
|
|
2022
Q3 | $647K | Buy |
+7,113
| New | +$647K | 0.03% | 332 |
|