Baker Ellis Asset Management’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
$5.22M Sell
2024
Q4
$5.4M Sell
2024
Q3
$4.43M Sell
2024
Q2
$4.29M Sell
2024
Q1
$4.31M Buy
2023
Q4
$3.69M Sell
2023
Q3
$2.84M Sell
2023
Q2
$4.63M Buy
2023
Q1
$3.88M Sell
2022
Q4
$3.86M Buy
2022
Q3
$3.55M Sell
2022
Q2
$3.91M Buy
2022
Q1
$4.36M Buy
2021
Q4
$3.69M Buy
2021
Q3
$4.02M Buy
2021
Q2
$3.63M Buy
2021
Q1
$2.8M Buy
2020
Q4
$2.52M Buy
2020
Q3
$1.54M Buy
2020
Q2
$1.24M Buy
2020
Q1
$317K Buy