Beacon Capital Management LLC (Tennessee)’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 |
-40
| Closed | -$6.85K | – | 1100 |
|
|
2025
Q1 | $6.85K | Hold |
40
| – | – | ﹤0.01% | 700 |
|
|
2024
Q4 | $6.93K | Hold |
40
| – | – | ﹤0.01% | 663 |
|
|
2024
Q3 | $5.61K | Buy |
40
+15
| +60% | +$2.11K | ﹤0.01% | 784 |
|
|
2024
Q2 | $3.27K | Sell |
25
-160
| -86% | -$20.9K | ﹤0.01% | 783 |
|
|
2024
Q1 | $24.3K | Buy |
185
+146
| +374% | +$19.1K | 0.01% | 421 |
|
|
2023
Q4 | $3.38K | Hold |
39
| – | – | ﹤0.01% | 716 |
|
|
2023
Q3 | $4.56K | Hold |
39
| – | – | ﹤0.01% | 714 |
|
|
2023
Q2 | $4.56K | Hold |
39
| – | – | ﹤0.01% | 714 |
|
|
2023
Q1 | $3.86K | Hold |
39
| – | – | ﹤0.01% | 681 |
|
|
2022
Q4 | $3.82K | Hold |
39
| – | – | ﹤0.01% | 696 |
|
|
2022
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 668 |
|
|
2022
Q2 | $5K | Hold |
39
| – | – | ﹤0.01% | 634 |
|
|
2022
Q1 | $5K | Buy |
+39
| New | +$5K | ﹤0.01% | 634 |
|