RWA
DFS
River Wealth 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 |
-3,900
| Closed | -$666K | – | 203 |
|
|
2025
Q1 | $666K | Sell |
3,900
-16
| -0.4% | -$2.73K | 0.09% | 129 |
|
|
2024
Q4 | $678K | Sell |
3,916
-80
| -2% | -$13.9K | 0.09% | 134 |
|
|
2024
Q3 | $561K | Buy |
3,996
+38
| +1% | +$5.33K | 0.07% | 144 |
|
|
2024
Q2 | $518K | Sell |
3,958
-525
| -12% | -$68.7K | 0.07% | 141 |
|
|
2024
Q1 | $588K | Sell |
4,483
-215
| -5% | -$28.2K | 0.09% | 134 |
|
|
2023
Q4 | $528K | Sell |
4,698
-313
| -6% | -$35.2K | 0.08% | 141 |
|
|
2023
Q3 | $434K | Sell |
5,011
-970
| -16% | -$84K | 0.08% | 146 |
|
|
2023
Q2 | $699K | Hold |
5,981
| – | – | 0.12% | 134 |
|
|
2023
Q1 | $591K | Sell |
5,981
-150
| -2% | -$14.8K | 0.11% | 137 |
|
|
2022
Q4 | $600K | Hold |
6,131
| – | – | 0.12% | 135 |
|
|
2022
Q3 | $557K | Hold |
6,131
| – | – | 0.12% | 132 |
|
|
2022
Q2 | $580K | Sell |
6,131
-100
| -2% | -$9.46K | 0.11% | 137 |
|
|
2022
Q1 | $687K | Sell |
6,231
-61
| -1% | -$6.73K | 0.11% | 132 |
|
|
2021
Q4 | $727K | Buy |
6,292
+230
| +4% | +$26.6K | 0.11% | 131 |
|
|
2021
Q3 | $745K | Sell |
6,062
-174
| -3% | -$21.4K | 0.13% | 126 |
|
|
2021
Q2 | $738K | Buy |
6,236
+92
| +1% | +$10.9K | 0.13% | 126 |
|
|
2021
Q1 | $584K | Buy |
6,144
+695
| +13% | +$66.1K | 0.11% | 138 |
|
|
2020
Q4 | $493K | Buy |
5,449
+148
| +3% | +$13.4K | 0.11% | 140 |
|
|
2020
Q3 | $306K | Buy |
5,301
+1,043
| +24% | +$60.2K | 0.08% | 162 |
|
|
2020
Q2 | $213K | Buy |
+4,258
| New | +$213K | 0.06% | 174 |
|
|
2019
Q1 | – | Sell |
-973
| Closed | -$57K | – | 224 |
|
|
2018
Q4 | $57K | Hold |
973
| – | – | 0.03% | 228 |
|
|
2018
Q3 | $74K | Hold |
973
| – | – | 0.03% | 235 |
|
|
2018
Q2 | $69K | Buy |
+973
| New | +$69K | 0.03% | 240 |
|