SeaCrest 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 |
-2,763
| Closed | -$472K | – | 633 |
|
|
2025
Q1 | $472K | Sell |
2,763
-65
| -2% | -$11.1K | 0.05% | 347 |
|
|
2024
Q4 | $490K | Buy |
2,828
+1
| +0% | +$173 | 0.05% | 342 |
|
|
2024
Q3 | $397K | Sell |
2,827
-890
| -24% | -$125K | 0.04% | 406 |
|
|
2024
Q2 | $486K | Buy |
3,717
+65
| +2% | +$8.5K | 0.06% | 322 |
|
|
2024
Q1 | $479K | Sell |
3,652
-736
| -17% | -$96.5K | 0.06% | 321 |
|
|
2023
Q4 | $491K | Sell |
4,388
-544
| -11% | -$60.8K | 0.06% | 316 |
|
|
2023
Q3 | $427K | Buy |
4,932
+101
| +2% | +$8.75K | 0.06% | 344 |
|
|
2023
Q2 | $565K | Sell |
4,831
-450
| -9% | -$52.6K | 0.07% | 284 |
|
|
2023
Q1 | $522K | Sell |
5,281
-46
| -0.9% | -$4.55K | 0.07% | 312 |
|
|
2022
Q4 | $521K | Buy |
5,327
+1
| +0% | +$98 | 0.07% | 310 |
|
|
2022
Q3 | $484K | Hold |
5,326
| – | – | 0.07% | 303 |
|
|
2022
Q2 | $504K | Sell |
5,326
-20
| -0.4% | -$1.89K | 0.06% | 314 |
|
|
2022
Q1 | $589K | Buy |
5,346
+352
| +7% | +$38.8K | 0.07% | 308 |
|
|
2021
Q4 | $577K | Sell |
4,994
-75
| -1% | -$8.67K | 0.06% | 313 |
|
|
2021
Q3 | $623K | Sell |
5,069
-36
| -0.7% | -$4.43K | 0.08% | 279 |
|
|
2021
Q2 | $604K | Sell |
5,105
-100
| -2% | -$11.8K | 0.07% | 294 |
|
|
2021
Q1 | $494K | Sell |
5,205
-1,482
| -22% | -$141K | 0.07% | 316 |
|
|
2020
Q4 | $605K | Buy |
6,687
+1,317
| +25% | +$119K | 0.09% | 250 |
|
|
2020
Q3 | $310K | Sell |
5,370
-383
| -7% | -$22.1K | 0.05% | 379 |
|
|
2020
Q2 | $288K | Sell |
5,753
-1,130
| -16% | -$56.6K | 0.05% | 398 |
|
|
2020
Q1 | $246K | Buy |
6,883
+610
| +10% | +$21.8K | 0.05% | 380 |
|
|
2019
Q4 | $532K | Hold |
6,273
| – | – | 0.09% | 263 |
|
|
2019
Q3 | $509K | Buy |
6,273
+1
| +0% | +$81 | 0.1% | 257 |
|
|
2019
Q2 | $487K | Sell |
6,272
-50
| -0.8% | -$3.88K | 0.1% | 248 |
|
|
2019
Q1 | $450K | Sell |
6,322
-81
| -1% | -$5.77K | 0.08% | 255 |
|
|
2018
Q4 | $378K | Buy |
6,403
+5
| +0.1% | +$295 | 0.08% | 267 |
|
|
2018
Q3 | $489K | Sell |
6,398
-275
| -4% | -$21K | 0.08% | 262 |
|
|
2018
Q2 | $470K | Buy |
6,673
+201
| +3% | +$14.2K | 0.08% | 258 |
|
|
2018
Q1 | $466K | Sell |
6,472
-23
| -0.4% | -$1.66K | 0.09% | 260 |
|
|
2017
Q4 | $500K | Buy |
+6,495
| New | +$500K | 0.09% | 240 |
|