Schechter Investment Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $783K | Sell |
4,587
-1,885
| -29% | -$322K | 0.06% | 270 |
|
|
2024
Q4 | $1.12M | Sell |
6,472
-350
| -5% | -$60.6K | 0.09% | 226 |
|
|
2024
Q3 | $957K | Buy |
6,822
+4,456
| +188% | +$625K | 0.07% | 257 |
|
|
2024
Q2 | $309K | Sell |
2,366
-2,985
| -56% | -$390K | 0.02% | 469 |
|
|
2024
Q1 | $701K | Sell |
5,351
-3,374
| -39% | -$442K | 0.05% | 315 |
|
|
2023
Q4 | $981K | Buy |
8,725
+4,538
| +108% | +$510K | 0.08% | 235 |
|
|
2023
Q3 | $363K | Sell |
4,187
-355
| -8% | -$30.8K | 0.04% | 408 |
|
|
2023
Q2 | $531K | Buy |
4,542
+679
| +18% | +$79.3K | 0.05% | 377 |
|
|
2023
Q1 | $382K | Buy |
3,863
+734
| +23% | +$72.5K | 0.04% | 471 |
|
|
2022
Q4 | $306K | Sell |
3,129
-627
| -17% | -$61.3K | 0.03% | 626 |
|
|
2022
Q3 | $342K | Sell |
3,756
-417
| -10% | -$38K | 0.03% | 648 |
|
|
2022
Q2 | $395K | Buy |
4,173
+254
| +6% | +$24K | 0.04% | 602 |
|
|
2022
Q1 | $432K | Sell |
3,919
-647
| -14% | -$71.3K | 0.04% | 574 |
|
|
2021
Q4 | $527K | Buy |
+4,566
| New | +$527K | 0.05% | 485 |
|