SWA
DFS
SOA Wealth 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 |
-233
| Closed | -$39.8K | – | 896 |
|
|
2025
Q1 | $39.8K | Hold |
233
| – | – | 0.01% | 374 |
|
|
2024
Q4 | $40.3K | Buy |
233
+1
| +0.4% | +$173 | 0.01% | 358 |
|
|
2024
Q3 | $32.6K | Buy |
232
+1
| +0.4% | +$140 | 0.01% | 380 |
|
|
2024
Q2 | $30.3K | Sell |
231
-3
| -1% | -$393 | 0.01% | 379 |
|
|
2024
Q1 | $30.6K | Buy |
234
+1
| +0.4% | +$131 | 0.01% | 372 |
|
|
2023
Q4 | $26.2K | Buy |
233
+1
| +0.4% | +$112 | 0.01% | 386 |
|
|
2023
Q3 | $20.1K | Buy |
232
+1
| +0.4% | +$87 | 0.01% | 419 |
|
|
2023
Q2 | $26.9K | Buy |
231
+1
| +0.4% | +$117 | 0.01% | 379 |
|
|
2023
Q1 | $22.7K | Buy |
230
+1
| +0.4% | +$99 | 0.01% | 406 |
|
|
2022
Q4 | $22.4K | Sell |
229
-2
| -0.9% | -$196 | 0.01% | 386 |
|
|
2022
Q3 | $21K | Sell |
231
-5
| -2% | -$455 | 0.01% | 376 |
|
|
2022
Q2 | $22K | Sell |
236
-291
| -55% | -$27.1K | 0.01% | 363 |
|
|
2022
Q1 | $58K | Buy |
527
+1
| +0.2% | +$110 | 0.01% | 287 |
|
|
2021
Q4 | $61K | Hold |
526
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $64K | Sell |
526
-1
| -0.2% | -$122 | 0.02% | 278 |
|
|
2021
Q2 | $62K | Buy |
527
+175
| +50% | +$20.6K | 0.02% | 280 |
|
|
2021
Q1 | $33K | Buy |
352
+27
| +8% | +$2.53K | 0.01% | 321 |
|
|
2020
Q4 | $30K | Buy |
+325
| New | +$30K | 0.01% | 332 |
|