Sound Income Strategies’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 |
-194
| Closed | -$33.2K | – | 1639 |
|
|
2025
Q1 | $33.2K | Buy |
194
+22
| +13% | +$3.76K | ﹤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% | +$130 | ﹤0.01% | 606 |
|
|
2024
Q1 | $22.5K | Sell |
171
-23
| -12% | -$3.02K | ﹤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% | +$17.6K | ﹤0.01% | 412 |
|
|
2023
Q1 | $4.29K | Sell |
43
-9
| -17% | -$898 | ﹤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% | +$96 | ﹤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 | +$5K | ﹤0.01% | 592 |
|
|
2021
Q1 | – | Sell |
-198
| Closed | -$18K | – | 970 |
|
|
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% | -$152 | 0.01% | 283 |
|
|
2018
Q2 | $14K | Buy |
200
+2
| +1% | +$140 | 0.01% | 257 |
|
|
2018
Q1 | $14K | Hold |
198
| – | – | 0.01% | 240 |
|
|
2017
Q4 | $15K | Buy |
+198
| New | +$15K | 0.01% | 171 |
|