True Wealth Design’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 |
-9
| Closed | -$1.54K | – | 2645 |
|
|
2025
Q1 | $1.54K | Buy |
+9
| New | +$1.54K | ﹤0.01% | 1103 |
|
|
2023
Q3 | – | Sell |
-7,258
| Closed | -$848K | – | 782 |
|
|
2023
Q2 | $848K | Buy |
7,258
+13
| +0.2% | +$1.52K | 0.31% | 46 |
|
|
2023
Q1 | $716K | Sell |
7,245
-39
| -0.5% | -$3.86K | 0.3% | 91 |
|
|
2022
Q4 | $713K | Buy |
+7,284
| New | +$713K | 0.33% | 85 |
|