Atlas Capital Advisors’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 | $452K | Sell |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | $190K | Hold |
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|
2023
Q4 | $163K | Sell |
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|
2023
Q3 | $132K | Sell |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $692K | Sell |
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|
2022
Q4 | $725K | Sell |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $711K | Sell |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $871K | Sell |
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|
2021
Q3 | $975K | Buy |
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|
2021
Q2 | $926K | Buy |
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|
2021
Q1 | $743K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $14.2K | Hold |
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|
2019
Q4 | $33.8K | Sell |
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|
2019
Q3 | $45.2K | Sell |
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|
2019
Q2 | $72.9K | Sell |
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|
2019
Q1 | $76.4K | Sell |
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|
2018
Q4 | $74.8K | Sell |
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|
2018
Q3 | $517K | Hold |
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|
2018
Q2 | $471K | Sell |
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|
2018
Q1 | $578K | Buy |
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