Steward Partners Investment Advisory’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 | $1.84M | Sell |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $1.57M | Sell |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $819K | Buy |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $936K | Sell |
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|
2022
Q4 | $951K | Sell |
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|
2022
Q3 | $891K | Buy |
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|
2022
Q2 | $924K | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $765K | Buy |
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|
2020
Q4 | $602K | Buy |
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|
2020
Q3 | $377K | Sell |
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|
2020
Q2 | $335K | Sell |
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|
2020
Q1 | $311K | Sell |
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|
2019
Q4 | $982K | Sell |
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|
2019
Q3 | $960K | Sell |
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|
2019
Q2 | $945K | Buy |
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|
2019
Q1 | $866K | Buy |
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|
2018
Q4 | $640K | Sell |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $935K | Sell |
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|
2018
Q1 | $996K | Buy |
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|
2017
Q4 | $858K | Buy |
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|
2017
Q3 | $451K | Sell |
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|
2017
Q2 | $673K | Sell |
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|
2017
Q1 | $1.02M | Sell |
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|
2016
Q4 | $1.28M | Buy |
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