Sequoia Financial 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 |
-6,124
| Closed | -$1.05M | – | 1566 |
|
|
2025
Q1 | $1.05M | Sell |
6,124
-2,030
| -25% | -$347K | 0.01% | 600 |
|
|
2024
Q4 | $1.41M | Buy |
8,154
+1,963
| +32% | +$340K | 0.01% | 486 |
|
|
2024
Q3 | $869K | Buy |
6,191
+263
| +4% | +$36.9K | 0.01% | 584 |
|
|
2024
Q2 | $776K | Buy |
5,928
+810
| +16% | +$106K | 0.01% | 552 |
|
|
2024
Q1 | $671K | Sell |
5,118
-13,932
| -73% | -$1.83M | 0.01% | 589 |
|
|
2023
Q4 | $2.14M | Buy |
19,050
+12,969
| +213% | +$1.46M | 0.03% | 343 |
|
|
2023
Q3 | $527K | Sell |
6,081
-276
| -4% | -$23.9K | 0.01% | 505 |
|
|
2023
Q2 | $743K | Buy |
6,357
+2,138
| +51% | +$250K | 0.01% | 410 |
|
|
2023
Q1 | $417K | Buy |
4,219
+269
| +7% | +$26.6K | 0.01% | 522 |
|
|
2022
Q4 | $386K | Buy |
3,950
+626
| +19% | +$61.2K | 0.01% | 510 |
|
|
2022
Q3 | $302K | Sell |
3,324
-1,089
| -25% | -$98.9K | 0.01% | 384 |
|
|
2022
Q2 | $417K | Buy |
4,413
+41
| +0.9% | +$3.87K | 0.01% | 363 |
|
|
2022
Q1 | $482K | Buy |
4,372
+1,104
| +34% | +$122K | 0.01% | 367 |
|
|
2021
Q4 | $378K | Buy |
+3,268
| New | +$378K | 0.01% | 388 |
|
|
2021
Q3 | – | Sell |
-2,825
| Closed | -$334K | – | 306 |
|
|
2021
Q2 | $334K | Buy |
2,825
+570
| +25% | +$67.4K | 0.01% | 354 |
|
|
2021
Q1 | $214K | Sell |
2,255
-8
| -0.4% | -$759 | 0.01% | 405 |
|
|
2020
Q4 | $205K | Buy |
+2,263
| New | +$205K | 0.01% | 392 |
|