DFS
Wealthfront Advisers’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-38,467
| Closed | -$6.57M | – | 972 |
|
|
2025
Q1 | $6.57M | Buy |
38,467
+7,558
| +24% | +$1.29M | 0.02% | 289 |
|
|
2024
Q4 | $5.35M | Buy |
30,909
+3,985
| +15% | +$690K | 0.02% | 314 |
|
|
2024
Q3 | $3.78M | Buy |
26,924
+9,762
| +57% | +$1.37M | 0.01% | 375 |
|
|
2024
Q2 | $2.24M | Sell |
17,162
-1,361
| -7% | -$178K | 0.01% | 457 |
|
|
2024
Q1 | $2.43M | Buy |
18,523
+912
| +5% | +$120K | 0.01% | 441 |
|
|
2023
Q4 | $1.98M | Sell |
17,611
-110
| -0.6% | -$12.4K | 0.01% | 468 |
|
|
2023
Q3 | $1.54M | Sell |
17,721
-4,798
| -21% | -$416K | 0.01% | 476 |
|
|
2023
Q2 | $2.63M | Buy |
22,519
+849
| +4% | +$99.2K | 0.01% | 363 |
|
|
2023
Q1 | $2.14M | Sell |
21,670
-1,658
| -7% | -$164K | 0.01% | 397 |
|
|
2022
Q4 | $2.28M | Buy |
23,328
+234
| +1% | +$22.9K | 0.01% | 374 |
|
|
2022
Q3 | $2.1M | Buy |
23,094
+338
| +1% | +$30.7K | 0.01% | 364 |
|
|
2022
Q2 | $2.15M | Sell |
22,756
-2,499
| -10% | -$236K | 0.01% | 363 |
|
|
2022
Q1 | $2.78M | Sell |
25,255
-9,998
| -28% | -$1.1M | 0.01% | 326 |
|
|
2021
Q4 | $4.07M | Sell |
35,253
-2,140
| -6% | -$247K | 0.02% | 228 |
|
|
2021
Q3 | $4.59M | Buy |
37,393
+5,656
| +18% | +$695K | 0.02% | 173 |
|
|
2021
Q2 | $3.75M | Buy |
31,737
+6,285
| +25% | +$743K | 0.02% | 171 |
|
|
2021
Q1 | $2.42M | Buy |
25,452
+1,896
| +8% | +$180K | 0.01% | 223 |
|
|
2020
Q4 | $2.13M | Buy |
23,556
+1,758
| +8% | +$159K | 0.01% | 211 |
|
|
2020
Q3 | $1.26M | Buy |
21,798
+1,710
| +9% | +$98.8K | 0.01% | 280 |
|
|
2020
Q2 | $1.01M | Buy |
+20,088
| New | +$1.01M | 0.01% | 313 |
|
|
2020
Q1 | – | Sell |
-12,958
| Closed | -$1.1M | – | 448 |
|
|
2019
Q4 | $1.1M | Sell |
12,958
-29
| -0.2% | -$2.46K | 0.01% | 301 |
|
|
2019
Q3 | $1.05M | Buy |
12,987
+332
| +3% | +$26.9K | 0.01% | 282 |
|
|
2019
Q2 | $982K | Buy |
12,655
+2,483
| +24% | +$193K | 0.01% | 282 |
|
|
2019
Q1 | $724K | Buy |
10,172
+533
| +6% | +$37.9K | 0.01% | 311 |
|
|
2018
Q4 | $569K | Buy |
+9,639
| New | +$569K | 0.01% | 340 |
|