Spire Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $380K | Sell |
|
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|
2024
Q2 | $383K | Sell |
|
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|
2024
Q1 | $391K | Buy |
|
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|
2023
Q4 | $290K | Sell |
|
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|
2023
Q3 | $260K | Sell |
|
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $365K | Buy |
|
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|
2022
Q4 | $168K | Sell |
|
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|
2022
Q3 | $158K | Sell |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $721K | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $943K | Sell |
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|
2021
Q1 | $806K | Buy |
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