Atwood & Palmer’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 |
|
|||||
|
2025
Q1 | $128K | Hold |
|
|||||
|
2024
Q4 | $130K | Hold |
|
|||||
|
2024
Q3 | $105K | Hold |
|
|||||
|
2024
Q2 | $98.1K | Sell |
|
|||||
|
2024
Q1 | $100K | Buy |
|
|||||
|
2023
Q4 | $84.3K | Hold |
|
|||||
|
2023
Q3 | $65K | Hold |
|
|||||
|
2023
Q2 | $87.6K | Hold |
|
|||||
|
2023
Q1 | $74.1K | Hold |
|
|||||
|
2022
Q4 | $73.4K | Hold |
|
|||||
|
2022
Q3 | $68K | Hold |
|
|||||
|
2022
Q2 | $71K | Hold |
|
|||||
|
2022
Q1 | $83K | Sell |
|
|||||
|
2021
Q4 | $114K | Hold |
|
|||||
|
2021
Q3 | $122K | Hold |
|
|||||
|
2021
Q2 | $117K | Hold |
|
|||||
|
2021
Q1 | $94K | Hold |
|
|||||
|
2020
Q4 | $90K | Hold |
|
|||||
|
2020
Q3 | $57K | Hold |
|
|||||
|
2020
Q2 | $50K | Hold |
|
|||||
|
2020
Q1 | $35K | Buy |
|
|||||
|
2019
Q4 | $64K | Hold |
|
|||||
|
2019
Q3 | $61K | Hold |
|
|||||
|
2019
Q2 | $58K | Sell |
|
|||||
|
2019
Q1 | $132K | Hold |
|
|||||
|
2018
Q4 | $109K | Sell |
|
|||||
|
2018
Q3 | $443K | Sell |
|
|||||
|
2018
Q2 | $954K | Hold |
|
|||||
|
2018
Q1 | $975K | Hold |
|
|||||
|
2017
Q4 | $1.04M | Hold |
|
|||||
|
2017
Q3 | $874K | Hold |
|
|||||
|
2017
Q2 | $843K | Hold |
|
|||||
|
2017
Q1 | $927K | Hold |
|
|||||
|
2016
Q4 | $977K | Hold |
|
|||||
|
2016
Q3 | $766K | Hold |
|
|||||
|
2016
Q2 | $726K | Hold |
|
|||||
|
2016
Q1 | $690K | Sell |
|
|||||
|
2015
Q4 | $752K | Hold |
|
|||||
|
2015
Q3 | $729K | Sell |
|
|||||
|
2015
Q2 | $823K | Sell |
|
|||||
|
2015
Q1 | $875K | Hold |
|
|||||
|
2014
Q4 | $1.02M | Hold |
|
|||||
|
2014
Q3 | $1M | Hold |
|
|||||
|
2014
Q2 | $962K | Hold |
|
|||||
|
2014
Q1 | $903K | Hold |
|
|||||
|
2013
Q4 | $869K | Hold |
|
|||||
|
2013
Q3 | $785K | Hold |
|
|||||
|
2013
Q2 | $740K | Buy |
|