SFS
DFS
Sowell Financial Services’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,334
| Closed | -$1.08M | – | 1051 |
|
|
2025
Q1 | $1.08M | Buy |
+6,334
| New | +$1.08M | 0.05% | 366 |
|
|
2023
Q2 | – | Sell |
-4,191
| Closed | -$414K | – | 612 |
|
|
2023
Q1 | $414K | Buy |
+4,191
| New | +$414K | 0.03% | 483 |
|
|
2021
Q2 | – | Sell |
-6,025
| Closed | -$709K | – | 1049 |
|
|
2021
Q1 | $709K | Sell |
6,025
-373
| -6% | -$43.9K | 0.02% | 518 |
|
|
2020
Q4 | $579K | Buy |
6,398
+1,416
| +28% | +$128K | 0.02% | 482 |
|
|
2020
Q3 | $288K | Buy |
4,982
+2,654
| +114% | +$153K | 0.01% | 629 |
|
|
2020
Q2 | $117K | Buy |
2,328
+439
| +23% | +$22.1K | 0.01% | 918 |
|
|
2020
Q1 | $67K | Sell |
1,889
-1,029
| -35% | -$36.5K | 0.01% | 954 |
|
|
2019
Q4 | $247K | Sell |
2,918
-135
| -4% | -$11.4K | 0.02% | 646 |
|
|
2019
Q3 | $248K | Buy |
+3,053
| New | +$248K | 0.02% | 579 |
|
|
2017
Q1 | – | Sell |
-1,251
| Closed | -$89K | – | 324 |
|
|
2016
Q4 | $89K | Buy |
+1,251
| New | +$89K | 0.03% | 281 |
|