Alan B. Lancz & Associates’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 | $572K | Hold |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $484K | Sell |
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|
2024
Q2 | $504K | Buy |
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|
2023
Q4 | $433K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $450K | Hold |
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|
2023
Q1 | $381K | Hold |
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|
2022
Q4 | $413K | Hold |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $389K | Sell |
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|
2022
Q1 | $501K | Hold |
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|
2021
Q4 | $526K | Buy |
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