United Capital Financial Advisors’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 |
-14,946
| Closed | -$2.55M | – | 1096 |
|
|
2025
Q1 | $2.55M | Buy |
14,946
+690
| +5% | +$118K | 0.02% | 375 |
|
|
2024
Q4 | $2.47M | Buy |
14,256
+228
| +2% | +$39.5K | 0.02% | 373 |
|
|
2024
Q3 | $1.97M | Sell |
14,028
-116
| -0.8% | -$16.3K | 0.02% | 424 |
|
|
2024
Q2 | $1.85M | Sell |
14,144
-1,413
| -9% | -$185K | 0.02% | 419 |
|
|
2024
Q1 | $2.04M | Sell |
15,557
-361
| -2% | -$47.3K | 0.02% | 421 |
|
|
2023
Q4 | $1.79M | Buy |
15,918
+8,966
| +129% | +$1.01M | 0.01% | 432 |
|
|
2023
Q3 | $602K | Sell |
6,952
-1,846
| -21% | -$160K | ﹤0.01% | 607 |
|
|
2023
Q2 | $1.03M | Buy |
8,798
+256
| +3% | +$29.9K | 0.01% | 542 |
|
|
2023
Q1 | $844K | Buy |
8,542
+30
| +0.4% | +$2.97K | ﹤0.01% | 621 |
|
|
2022
Q4 | $833K | Buy |
8,512
+385
| +5% | +$37.7K | ﹤0.01% | 656 |
|
|
2022
Q3 | $739K | Sell |
8,127
-566
| -7% | -$51.5K | ﹤0.01% | 674 |
|
|
2022
Q2 | $822K | Buy |
8,693
+1,771
| +26% | +$167K | ﹤0.01% | 669 |
|
|
2022
Q1 | $763K | Sell |
6,922
-1,473
| -18% | -$162K | ﹤0.01% | 726 |
|
|
2021
Q4 | $970K | Sell |
8,395
-185
| -2% | -$21.4K | ﹤0.01% | 686 |
|
|
2021
Q3 | $1.05M | Sell |
8,580
-450
| -5% | -$55.3K | 0.01% | 660 |
|
|
2021
Q2 | $1.07M | Buy |
9,030
+345
| +4% | +$40.8K | 0.01% | 675 |
|
|
2021
Q1 | $825K | Sell |
8,685
-600
| -6% | -$57K | ﹤0.01% | 714 |
|
|
2020
Q4 | $841K | Sell |
9,285
-985
| -10% | -$89.2K | 0.01% | 719 |
|
|
2020
Q3 | $593K | Sell |
10,270
-6
| -0.1% | -$346 | ﹤0.01% | 784 |
|
|
2020
Q2 | $515K | Sell |
10,276
-1,221
| -11% | -$61.2K | ﹤0.01% | 851 |
|
|
2020
Q1 | $410K | Sell |
11,497
-10,999
| -49% | -$392K | ﹤0.01% | 880 |
|
|
2019
Q4 | $1.91M | Buy |
22,496
+3,779
| +20% | +$321K | 0.01% | 612 |
|
|
2019
Q3 | $1.52M | Sell |
18,717
-4,533
| -19% | -$368K | 0.01% | 638 |
|
|
2019
Q2 | $1.8M | Sell |
23,250
-1,019
| -4% | -$79.1K | 0.01% | 646 |
|
|
2019
Q1 | $1.73M | Buy |
24,269
+1,917
| +9% | +$136K | 0.01% | 629 |
|
|
2018
Q4 | $1.32M | Sell |
22,352
-4,143
| -16% | -$244K | 0.01% | 648 |
|
|
2018
Q3 | $2.03M | Buy |
26,495
+5,888
| +29% | +$450K | 0.01% | 612 |
|
|
2018
Q2 | $1.45M | Buy |
20,607
+21
| +0.1% | +$1.48K | 0.01% | 669 |
|
|
2018
Q1 | $1.48M | Sell |
20,586
-38,633
| -65% | -$2.78M | 0.01% | 668 |
|
|
2017
Q4 | $4.59M | Buy |
59,219
+37,843
| +177% | +$2.93M | 0.04% | 423 |
|
|
2017
Q3 | $1.38M | Sell |
21,376
-27,127
| -56% | -$1.75M | 0.01% | 684 |
|
|
2017
Q2 | $3.02M | Buy |
48,503
+23,412
| +93% | +$1.46M | 0.03% | 479 |
|
|
2017
Q1 | $1.72M | Sell |
25,091
-28,820
| -53% | -$1.97M | 0.02% | 603 |
|
|
2016
Q4 | $3.89M | Buy |
53,911
+4,356
| +9% | +$314K | 0.04% | 420 |
|
|
2016
Q3 | $2.8M | Buy |
49,555
+22,508
| +83% | +$1.27M | 0.03% | 502 |
|
|
2016
Q2 | $1.46M | Buy |
27,047
+8,073
| +43% | +$436K | 0.01% | 628 |
|
|
2016
Q1 | $966K | Sell |
18,974
-1,285
| -6% | -$65.4K | 0.01% | 703 |
|
|
2015
Q4 | $1.09M | Buy |
20,259
+322
| +2% | +$17.3K | 0.01% | 671 |
|
|
2015
Q3 | $1.04M | Buy |
19,937
+12,656
| +174% | +$658K | 0.01% | 679 |
|
|
2015
Q2 | $420K | Sell |
7,281
-7,623
| -51% | -$440K | ﹤0.01% | 971 |
|
|
2015
Q1 | $864K | Buy |
14,904
+4,172
| +39% | +$242K | 0.01% | 760 |
|
|
2014
Q4 | $703K | Buy |
10,732
+193
| +2% | +$12.6K | 0.01% | 723 |
|
|
2014
Q3 | $679K | Sell |
10,539
-670
| -6% | -$43.2K | 0.01% | 706 |
|
|
2014
Q2 | $695K | Buy |
11,209
+1,215
| +12% | +$75.3K | 0.01% | 632 |
|
|
2014
Q1 | $582K | Buy |
+9,994
| New | +$582K | 0.01% | 607 |
|
|
2013
Q4 | – | Sell |
-8,406
| Closed | -$425K | – | 666 |
|
|
2013
Q3 | $425K | Sell |
8,406
-3,094
| -27% | -$156K | 0.01% | 481 |
|
|
2013
Q2 | $548K | Buy |
+11,500
| New | +$548K | 0.01% | 489 |
|