SteelPeak Wealth’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 |
-19,838
| Closed | -$3.39M | – | 523 |
|
|
2025
Q1 | $3.39M | Buy |
+19,838
| New | +$3.39M | 0.14% | 118 |
|
|
2024
Q4 | – | Sell |
-25,143
| Closed | -$3.53M | – | 497 |
|
|
2024
Q3 | $3.53M | Sell |
25,143
-2,681
| -10% | -$376K | 0.15% | 106 |
|
|
2024
Q2 | $3.64M | Buy |
27,824
+119
| +0.4% | +$15.6K | 0.17% | 97 |
|
|
2024
Q1 | $3.63M | Buy |
27,705
+17,046
| +160% | +$2.23M | 0.18% | 97 |
|
|
2023
Q4 | $1.2M | Sell |
10,659
-20,918
| -66% | -$2.35M | 0.07% | 185 |
|
|
2023
Q3 | $2.74M | Buy |
31,577
+16,873
| +115% | +$1.46M | 0.17% | 112 |
|
|
2023
Q2 | $1.72M | Buy |
+14,704
| New | +$1.72M | 0.1% | 134 |
|
|
2022
Q1 | – | Sell |
-1,849
| Closed | -$214K | – | 410 |
|
|
2021
Q4 | $214K | Hold |
1,849
| – | – | 0.01% | 361 |
|
|
2021
Q3 | $227K | Sell |
1,849
-1,146
| -38% | -$141K | 0.02% | 362 |
|
|
2021
Q2 | $354K | Buy |
+2,995
| New | +$354K | 0.02% | 305 |
|
|
2020
Q2 | – | Sell |
-17,912
| Closed | -$639K | – | 252 |
|
|
2020
Q1 | $639K | Buy |
17,912
+3,382
| +23% | +$121K | 0.1% | 134 |
|
|
2019
Q4 | $1.23M | Buy |
+14,530
| New | +$1.23M | 0.17% | 107 |
|