WestEnd 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 |
-7
| Closed | -$1.2K | – | 369 |
|
|
2025
Q1 | $1.2K | Buy |
7
+4
| +133% | +$683 | ﹤0.01% | 195 |
|
|
2024
Q4 | $520 | Buy |
3
+1
| +50% | +$173 | ﹤0.01% | 168 |
|
|
2024
Q3 | $281 | Buy |
2
+1
| +100% | +$141 | ﹤0.01% | 250 |
|
|
2024
Q2 | $131 | Hold |
1
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $131 | Buy |
+1
| New | +$131 | ﹤0.01% | 287 |
|
|
2022
Q2 | – | Hold |
0
| – | -$330K | – | 329 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$462 | – | 183 |
|
|
2021
Q4 | $462 | Buy |
+4
| New | +$462 | ﹤0.01% | 163 |
|
|
2021
Q3 | – | Hold |
0
| – | -$473K | – | 148 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 151 |
|