Asset Dedication LLC’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 | $69.3K | Hold |
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|
2024
Q4 | $70.3K | Sell |
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|
2024
Q3 | $57.5K | Buy |
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|
2024
Q2 | $51.5K | Hold |
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|
2024
Q1 | $49K | Hold |
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|
2023
Q4 | $42K | Sell |
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|
2023
Q3 | $33K | Sell |
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|
2023
Q2 | $45K | Sell |
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|
2023
Q1 | $41K | Sell |
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|
2022
Q4 | $50K | Buy |
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|
2022
Q3 | $40K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $46K | Sell |
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|
2021
Q2 | $45K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $38K | Sell |
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|
2020
Q3 | $28K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $19K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4K | Buy |
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