Wealthspire Advisors (New York)’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 | $1.53M | Buy |
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|
2024
Q4 | $831K | Sell |
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|
2024
Q3 | $718K | Buy |
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|
2024
Q2 | $450K | Buy |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $301K | Sell |
|
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $299K | Sell |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $719K | Buy |
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|
2020
Q4 | $334K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $9K | Buy |
|