Wedmont Private Capital’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 |
-2,871
| Closed | -$451K | – | 746 |
|
|
2025
Q1 | $451K | Buy |
2,871
+69
| +2% | +$10.8K | 0.02% | 409 |
|
|
2024
Q4 | $475K | Buy |
2,802
+129
| +5% | +$21.9K | 0.03% | 389 |
|
|
2024
Q3 | $385K | Sell |
2,673
-35
| -1% | -$5.04K | 0.02% | 439 |
|
|
2024
Q2 | $356K | Buy |
2,708
+591
| +28% | +$77.6K | 0.02% | 441 |
|
|
2024
Q1 | $265K | Buy |
+2,117
| New | +$265K | 0.02% | 482 |
|
|
2023
Q3 | – | Sell |
-2,953
| Closed | -$350K | – | 512 |
|
|
2023
Q2 | $350K | Sell |
2,953
-53
| -2% | -$6.28K | 0.04% | 344 |
|
|
2023
Q1 | $295K | Buy |
+3,006
| New | +$295K | 0.04% | 354 |
|
|
2022
Q1 | – | Sell |
-1,576
| Closed | -$204K | – | 323 |
|
|
2021
Q4 | $204K | Buy |
+1,576
| New | +$204K | 0.06% | 232 |
|