Western Wealth Management’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 |
-2,032
| Closed | -$347K | – | 725 |
|
|
2025
Q1 | $347K | Buy |
2,032
+267
| +15% | +$45.6K | 0.02% | 484 |
|
|
2024
Q4 | $306K | Sell |
1,765
-250
| -12% | -$43.3K | 0.02% | 515 |
|
|
2024
Q3 | $283K | Sell |
2,015
-272
| -12% | -$38.2K | 0.02% | 616 |
|
|
2024
Q2 | $299K | Hold |
2,287
| – | – | 0.02% | 498 |
|
|
2024
Q1 | $300K | Sell |
2,287
-11
| -0.5% | -$1.44K | 0.02% | 503 |
|
|
2023
Q4 | $258K | Sell |
2,298
-26
| -1% | -$2.92K | 0.02% | 591 |
|
|
2023
Q3 | $201K | Buy |
2,324
+1
| +0% | +$87 | 0.02% | 613 |
|
|
2023
Q2 | $271K | Buy |
2,323
+11
| +0.5% | +$1.29K | 0.02% | 528 |
|
|
2023
Q1 | $229K | Sell |
2,312
-315
| -12% | -$31.1K | 0.02% | 574 |
|
|
2022
Q4 | $257K | Sell |
2,627
-3,105
| -54% | -$304K | 0.03% | 506 |
|
|
2022
Q3 | $520K | Buy |
5,732
+5
| +0.1% | +$454 | 0.03% | 469 |
|
|
2022
Q2 | $542K | Sell |
5,727
-1
| -0% | -$95 | 0.03% | 453 |
|
|
2022
Q1 | $631K | Buy |
5,728
+3,023
| +112% | +$333K | 0.03% | 461 |
|
|
2021
Q4 | $311K | Buy |
+2,705
| New | +$311K | 0.03% | 457 |
|
|
2021
Q2 | $337K | Buy |
2,841
+112
| +4% | +$13.3K | 0.03% | 458 |
|
|
2021
Q1 | $259K | Buy |
2,729
+149
| +6% | +$14.1K | 0.03% | 441 |
|
|
2020
Q4 | $234K | Buy |
+2,580
| New | +$234K | 0.03% | 411 |
|
|
2020
Q1 | – | Sell |
-3,416
| Closed | -$290K | – | 383 |
|
|
2019
Q4 | $290K | Sell |
3,416
-54
| -2% | -$4.58K | 0.04% | 318 |
|
|
2019
Q3 | $280K | Buy |
3,470
+52
| +2% | +$4.2K | 0.06% | 305 |
|
|
2019
Q2 | $267K | Hold |
3,418
| – | – | 0.04% | 327 |
|
|
2019
Q1 | $243K | Sell |
3,418
-503
| -13% | -$35.8K | 0.05% | 326 |
|
|
2018
Q4 | $230K | Buy |
+3,921
| New | +$230K | 0.06% | 299 |
|