SIS
DFS

Sound Income Strategies’s Discover Financial Services DFS Stock Holding History

Sound Income Strategies’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-194
Closed -$33.2K – 1635
2025
Q1 		$33.2K Buy
194
+22
+13% +$4.02K ﹤0.01% 602
2024
Q4 		$29.8K Hold
172
– – ﹤0.01% 594
2024
Q3 		$24.1K Hold
172
– – ﹤0.01% 604
2024
Q2 		$22.4K Buy
172
+1
+0.6% +$125 ﹤0.01% 607
2024
Q1 		$22.4K Sell
171
-23
-12% -$2.64K ﹤0.01% 577
2023
Q4 		$21.8K Hold
194
– – ﹤0.01% 580
2023
Q3 		$16.8K Hold
194
– – ﹤0.01% 479
2023
Q2 		$22.6K Buy
194
+151
+351% +$15.8K ﹤0.01% 412
2023
Q1 		$4.29K Sell
43
-9
-17% -$963 ﹤0.01% 721
2022
Q4 		$5.1K Hold
52
– – ﹤0.01% 648
2022
Q3 		$5K Hold
52
– – ﹤0.01% 582
2022
Q2 		$5K Buy
52
+1
+2% +$107 ﹤0.01% 581
2022
Q1 		$6K Buy
51
+9
+21% +$1.06K ﹤0.01% 560
2021
Q4 		$5K Hold
42
– – ﹤0.01% 580
2021
Q3 		$5K Hold
42
– – ﹤0.01% 563
2021
Q2 		$5K Buy
+42
New +$4.75K ﹤0.01% 593
2021
Q1 		– Sell
-198
Closed -$18K – 986
2020
Q4 		$18K Hold
198
– – ﹤0.01% 335
2020
Q3 		$11K Hold
198
– – ﹤0.01% 394
2020
Q2 		$10K Hold
198
– – ﹤0.01% 380
2020
Q1 		$7K Hold
198
– – ﹤0.01% 390
2019
Q4 		$17K Hold
198
– – ﹤0.01% 252
2019
Q3 		$16K Hold
198
– – ﹤0.01% 236
2019
Q2 		$15K Hold
198
– – 0.01% 264
2019
Q1 		$14K Hold
198
– – 0.01% 274
2018
Q4 		$12K Hold
198
– – 0.01% 299
2018
Q3 		$15K Sell
198
-2
-1% -$151 0.01% 283
2018
Q2 		$14K Buy
200
+2
+1% +$147 0.01% 257
2018
Q1 		$14K Hold
198
– – 0.01% 240
2017
Q4 		$15K Buy
+198
New +$13.6K 0.01% 171

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sound Income Strategies's DFS Position: Q2 2025 in Review

Sound Income Strategies sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 194 shares — an estimated $33.2K sold.

Sound Income Strategies first reported a position in DFS in Q4 2017 and held it in 29 quarters. The position peaked at $33.2K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Sound Income Strategies reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 194 Discover Financial Services shares in Q2 2025, an estimated $33.2K.
  • Sound Income Strategies first reported a position in Discover Financial Services in Q4 2017 and held it in 29 quarters.
  • Sound Income Strategies's Discover Financial Services position peaked at $33.2K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.