Semmax Financial Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-392
| Closed | -$74.5K | – | 442 |
|
|
2025
Q1 | $74.5K | Hold |
392
| – | – | 0.02% | 151 |
|
|
2024
Q4 | $74.5K | Hold |
392
| – | – | 0.02% | 147 |
|
|
2024
Q3 | $69.7K | Hold |
392
| – | – | 0.02% | 138 |
|
|
2024
Q2 | $49.6K | Hold |
392
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $48.7K | Hold |
392
| – | – | 0.02% | 147 |
|
|
2023
Q4 | $42.5K | Hold |
392
| – | – | 0.02% | 151 |
|
|
2023
Q3 | $32.9K | Buy |
+392
| New | +$32.9K | 0.01% | 140 |
|
|
2022
Q4 | $41K | Hold |
392
| – | – | 0.02% | 120 |
|
|
2022
Q3 | $40K | Hold |
392
| – | – | 0.02% | 117 |
|
|
2022
Q2 | $42K | Hold |
392
| – | – | 0.02% | 119 |
|
|
2022
Q1 | $43K | Hold |
392
| – | – | 0.02% | 133 |
|
|
2021
Q4 | $45K | Hold |
392
| – | – | 0.02% | 131 |
|
|
2021
Q3 | $48K | Hold |
392
| – | – | 0.02% | 126 |
|
|
2021
Q2 | $46K | Hold |
392
| – | – | 0.01% | 125 |
|
|
2021
Q1 | $37K | Hold |
392
| – | – | 0.01% | 136 |
|
|
2020
Q4 | $35K | Hold |
392
| – | – | 0.01% | 134 |
|
|
2020
Q3 | $23K | Sell |
392
-26
| -6% | -$1.53K | 0.01% | 133 |
|
|
2020
Q2 | $21K | Hold |
418
| – | – | 0.01% | 136 |
|
|
2020
Q1 | $15K | Hold |
418
| – | – | 0.01% | 142 |
|
|
2019
Q4 | $35K | Hold |
418
| – | – | 0.02% | 127 |
|
|
2019
Q3 | $34K | Hold |
418
| – | – | 0.02% | 128 |
|
|
2019
Q2 | $32K | Buy |
418
+180
| +76% | +$13.8K | 0.02% | 135 |
|
|
2019
Q1 | $17K | Hold |
238
| – | – | 0.01% | 276 |
|
|
2018
Q4 | $14K | Buy |
+238
| New | +$14K | 0.01% | 295 |
|