Atwood & Palmer’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-750
| Closed | -$128K | – | 516 |
|
|
2025
Q1 | $128K | Hold |
750
| – | – | 0.01% | 169 |
|
|
2024
Q4 | $130K | Hold |
750
| – | – | 0.01% | 165 |
|
|
2024
Q3 | $105K | Hold |
750
| – | – | 0.01% | 181 |
|
|
2024
Q2 | $98.1K | Sell |
750
-14
| -2% | -$1.83K | 0.01% | 180 |
|
|
2024
Q1 | $100K | Buy |
764
+14
| +2% | +$1.84K | 0.01% | 182 |
|
|
2023
Q4 | $84.3K | Hold |
750
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $65K | Hold |
750
| – | – | 0.01% | 196 |
|
|
2023
Q2 | $87.6K | Hold |
750
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $74.1K | Hold |
750
| – | – | 0.01% | 189 |
|
|
2022
Q4 | $73.4K | Hold |
750
| – | – | 0.01% | 191 |
|
|
2022
Q3 | $68K | Hold |
750
| – | – | 0.01% | 190 |
|
|
2022
Q2 | $71K | Hold |
750
| – | – | 0.01% | 186 |
|
|
2022
Q1 | $83K | Sell |
750
-240
| -24% | -$26.6K | 0.01% | 190 |
|
|
2021
Q4 | $114K | Hold |
990
| – | – | 0.01% | 178 |
|
|
2021
Q3 | $122K | Hold |
990
| – | – | 0.01% | 174 |
|
|
2021
Q2 | $117K | Hold |
990
| – | – | 0.01% | 178 |
|
|
2021
Q1 | $94K | Hold |
990
| – | – | 0.01% | 184 |
|
|
2020
Q4 | $90K | Hold |
990
| – | – | 0.01% | 176 |
|
|
2020
Q3 | $57K | Hold |
990
| – | – | 0.01% | 181 |
|
|
2020
Q2 | $50K | Hold |
990
| – | – | 0.01% | 185 |
|
|
2020
Q1 | $35K | Buy |
990
+240
| +32% | +$8.49K | 0.01% | 203 |
|
|
2019
Q4 | $64K | Hold |
750
| – | – | 0.01% | 171 |
|
|
2019
Q3 | $61K | Hold |
750
| – | – | 0.01% | 181 |
|
|
2019
Q2 | $58K | Sell |
750
-1,100
| -59% | -$85.1K | 0.01% | 169 |
|
|
2019
Q1 | $132K | Hold |
1,850
| – | – | 0.02% | 141 |
|
|
2018
Q4 | $109K | Sell |
1,850
-3,950
| -68% | -$233K | 0.02% | 147 |
|
|
2018
Q3 | $443K | Sell |
5,800
-7,750
| -57% | -$592K | 0.06% | 84 |
|
|
2018
Q2 | $954K | Hold |
13,550
| – | – | 0.13% | 66 |
|
|
2018
Q1 | $975K | Hold |
13,550
| – | – | 0.14% | 67 |
|
|
2017
Q4 | $1.04M | Hold |
13,550
| – | – | 0.15% | 67 |
|
|
2017
Q3 | $874K | Hold |
13,550
| – | – | 0.13% | 69 |
|
|
2017
Q2 | $843K | Hold |
13,550
| – | – | 0.13% | 66 |
|
|
2017
Q1 | $927K | Hold |
13,550
| – | – | 0.15% | 65 |
|
|
2016
Q4 | $977K | Hold |
13,550
| – | – | 0.18% | 61 |
|
|
2016
Q3 | $766K | Hold |
13,550
| – | – | 0.14% | 67 |
|
|
2016
Q2 | $726K | Hold |
13,550
| – | – | 0.13% | 72 |
|
|
2016
Q1 | $690K | Sell |
13,550
-476
| -3% | -$24.2K | 0.12% | 74 |
|
|
2015
Q4 | $752K | Hold |
14,026
| – | – | 0.14% | 74 |
|
|
2015
Q3 | $729K | Sell |
14,026
-256
| -2% | -$13.3K | 0.14% | 77 |
|
|
2015
Q2 | $823K | Sell |
14,282
-1,244
| -8% | -$71.7K | 0.15% | 81 |
|
|
2015
Q1 | $875K | Hold |
15,526
| – | – | 0.16% | 78 |
|
|
2014
Q4 | $1.02M | Hold |
15,526
| – | – | 0.19% | 67 |
|
|
2014
Q3 | $1M | Hold |
15,526
| – | – | 0.19% | 66 |
|
|
2014
Q2 | $962K | Hold |
15,526
| – | – | 0.26% | 58 |
|
|
2014
Q1 | $903K | Hold |
15,526
| – | – | 0.21% | 53 |
|
|
2013
Q4 | $869K | Hold |
15,526
| – | – | 0.21% | 49 |
|
|
2013
Q3 | $785K | Hold |
15,526
| – | – | 0.22% | 50 |
|
|
2013
Q2 | $740K | Buy |
+15,526
| New | +$740K | 0.2% | 52 |
|