United Capital Financial Advisors’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 | $2.55M | Buy |
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|
2024
Q4 | $2.47M | Buy |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $602K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $844K | Buy |
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|
2022
Q4 | $833K | Buy |
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|
2022
Q3 | $739K | Sell |
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|
2022
Q2 | $822K | Buy |
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|
2022
Q1 | $763K | Sell |
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|
2021
Q4 | $970K | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $825K | Sell |
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|
2020
Q4 | $841K | Sell |
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|
2020
Q3 | $593K | Sell |
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|
2020
Q2 | $515K | Sell |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $1.91M | Buy |
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|
2019
Q3 | $1.52M | Sell |
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|
2019
Q2 | $1.8M | Sell |
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|
2019
Q1 | $1.73M | Buy |
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|
2018
Q4 | $1.32M | Sell |
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|
2018
Q3 | $2.03M | Buy |
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|
2018
Q2 | $1.45M | Buy |
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|
2018
Q1 | $1.48M | Sell |
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|
2017
Q4 | $4.59M | Buy |
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|
2017
Q3 | $1.38M | Sell |
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|
2017
Q2 | $3.02M | Buy |
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|
2017
Q1 | $1.72M | Sell |
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|
2016
Q4 | $3.89M | Buy |
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|
2016
Q3 | $2.8M | Buy |
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|
2016
Q2 | $1.46M | Buy |
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|
2016
Q1 | $966K | Sell |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q3 | $1.04M | Buy |
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|
2015
Q2 | $420K | Sell |
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|
2015
Q1 | $864K | Buy |
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|
2014
Q4 | $703K | Buy |
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|
2014
Q3 | $679K | Sell |
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|
2014
Q2 | $695K | Buy |
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|
2014
Q1 | $582K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $425K | Sell |
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|
2013
Q2 | $548K | Buy |
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