Smartleaf Asset Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,000
| Closed | -$318K | – | 2786 |
|
|
2025
Q1 | $318K | Buy |
2,000
+76
| +4% | +$12.1K | 0.03% | 450 |
|
|
2024
Q4 | $332K | Buy |
1,924
+412
| +27% | +$71.1K | 0.03% | 416 |
|
|
2024
Q3 | $211K | Buy |
1,512
+595
| +65% | +$82.9K | 0.03% | 482 |
|
|
2024
Q2 | $114K | Buy |
917
+554
| +153% | +$68.6K | 0.02% | 540 |
|
|
2024
Q1 | $46.5K | Buy |
+363
| New | +$46.5K | 0.01% | 693 |
|