ABLA
DFS
Alan B. Lancz & Associates’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,350
| Closed | -$572K | – | 130 |
|
|
2025
Q1 | $572K | Hold |
3,350
| – | – | 0.61% | 43 |
|
|
2024
Q4 | $580K | Sell |
3,350
-100
| -3% | -$17.3K | 0.59% | 39 |
|
|
2024
Q3 | $484K | Sell |
3,450
-400
| -10% | -$56.1K | 0.44% | 61 |
|
|
2024
Q2 | $504K | Buy |
+3,850
| New | +$504K | 0.5% | 49 |
|
|
2023
Q4 | $433K | Hold |
3,850
| – | – | 0.45% | 59 |
|
|
2023
Q3 | $334K | Hold |
3,850
| – | – | 0.38% | 81 |
|
|
2023
Q2 | $450K | Hold |
3,850
| – | – | 0.48% | 60 |
|
|
2023
Q1 | $381K | Hold |
3,850
| – | – | 0.39% | 81 |
|
|
2022
Q4 | $413K | Hold |
3,850
| – | – | 0.42% | 73 |
|
|
2022
Q3 | $350K | Hold |
3,850
| – | – | 0.42% | 73 |
|
|
2022
Q2 | $389K | Sell |
3,850
-700
| -15% | -$70.7K | 0.38% | 76 |
|
|
2022
Q1 | $501K | Hold |
4,550
| – | – | 0.44% | 68 |
|
|
2021
Q4 | $526K | Buy |
+4,550
| New | +$526K | 0.46% | 62 |
|