Washington Trust 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 |
-100
| Closed | -$17.1K | – | 641 |
|
|
2025
Q1 | $17.1K | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2024
Q4 | $17.3K | Hold |
100
| – | – | ﹤0.01% | 418 |
|
|
2024
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 440 |
|
|
2024
Q2 | $13.1K | Hold |
100
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $13.1K | Hold |
100
| – | – | ﹤0.01% | 448 |
|
|
2023
Q4 | $11.2K | Hold |
100
| – | – | ﹤0.01% | 458 |
|
|
2023
Q3 | $8.66K | Hold |
100
| – | – | ﹤0.01% | 481 |
|
|
2023
Q2 | $11.7K | Sell |
100
-36
| -26% | -$4.21K | ﹤0.01% | 438 |
|
|
2023
Q1 | $13.4K | Hold |
136
| – | – | ﹤0.01% | 464 |
|
|
2022
Q4 | $13.3K | Hold |
136
| – | – | ﹤0.01% | 467 |
|
|
2022
Q3 | $12K | Buy |
136
+2
| +1% | +$176 | ﹤0.01% | 569 |
|
|
2022
Q2 | $12K | Sell |
134
-6
| -4% | -$537 | ﹤0.01% | 606 |
|
|
2022
Q1 | $15K | Hold |
140
| – | – | ﹤0.01% | 641 |
|
|
2021
Q4 | $17K | Buy |
+140
| New | +$17K | ﹤0.01% | 651 |
|