Spire Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,703
| Closed | -$461K | – | 2420 |
|
|
2025
Q1 | $461K | Sell |
2,703
-86
| -3% | -$14.7K | 0.01% | 582 |
|
|
2024
Q4 | $483K | Buy |
2,789
+79
| +3% | +$13.7K | 0.02% | 554 |
|
|
2024
Q3 | $380K | Sell |
2,710
-221
| -8% | -$31K | 0.01% | 586 |
|
|
2024
Q2 | $383K | Sell |
2,931
-49
| -2% | -$6.41K | 0.01% | 545 |
|
|
2024
Q1 | $391K | Buy |
2,980
+5
| +0.2% | +$655 | 0.01% | 584 |
|
|
2023
Q4 | $290K | Sell |
2,975
-25
| -0.8% | -$2.43K | 0.01% | 664 |
|
|
2023
Q3 | $260K | Sell |
3,000
-385
| -11% | -$33.4K | 0.01% | 634 |
|
|
2023
Q2 | $396K | Sell |
3,385
-309
| -8% | -$36.1K | 0.01% | 549 |
|
|
2023
Q1 | $365K | Buy |
3,694
+1,976
| +115% | +$195K | 0.01% | 571 |
|
|
2022
Q4 | $168K | Sell |
1,718
-22
| -1% | -$2.15K | 0.01% | 596 |
|
|
2022
Q3 | $158K | Sell |
1,740
-1,995
| -53% | -$181K | 0.01% | 585 |
|
|
2022
Q2 | $353K | Sell |
3,735
-146
| -4% | -$13.8K | 0.01% | 579 |
|
|
2022
Q1 | $428K | Sell |
3,881
-2,361
| -38% | -$260K | 0.01% | 621 |
|
|
2021
Q4 | $721K | Sell |
6,242
-2,242
| -26% | -$259K | 0.02% | 583 |
|
|
2021
Q3 | $1.04M | Buy |
8,484
+514
| +6% | +$63.1K | 0.03% | 403 |
|
|
2021
Q2 | $943K | Sell |
7,970
-514
| -6% | -$60.8K | 0.03% | 444 |
|
|
2021
Q1 | $806K | Buy |
+8,484
| New | +$806K | 0.02% | 514 |
|