BFC
DFS
Bedel Financial Consulting’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,786
| Closed | -$336K | – | 274 |
|
|
2025
Q1 | $336K | Buy |
1,786
+67
| +4% | +$12.6K | 0.05% | 196 |
|
|
2024
Q4 | $347K | Sell |
1,719
-55
| -3% | -$11.1K | 0.05% | 195 |
|
|
2024
Q3 | $249K | Buy |
1,774
+3
| +0.2% | +$421 | 0.04% | 225 |
|
|
2024
Q2 | $232K | Buy |
1,771
+3
| +0.2% | +$393 | 0.03% | 223 |
|
|
2024
Q1 | $232K | Sell |
1,768
-426
| -19% | -$55.9K | 0.04% | 226 |
|
|
2023
Q4 | $247K | Sell |
2,194
-216
| -9% | -$24.3K | 0.05% | 211 |
|
|
2023
Q3 | $209K | Sell |
2,410
-348
| -13% | -$30.2K | 0.04% | 219 |
|
|
2023
Q2 | $322K | Buy |
+2,758
| New | +$322K | 0.07% | 165 |
|
|
2023
Q1 | – | Sell |
-2,072
| Closed | -$203K | – | 229 |
|
|
2022
Q4 | $203K | Buy |
2,072
+2
| +0.1% | +$196 | 0.05% | 218 |
|
|
2022
Q3 | $209K | Buy |
+2,070
| New | +$209K | 0.06% | 198 |
|
|
2022
Q2 | – | Sell |
-1,226
| Closed | -$135K | – | 365 |
|
|
2022
Q1 | $135K | Buy |
1,226
+2
| +0.2% | +$220 | 0.04% | 233 |
|
|
2021
Q4 | $141K | Buy |
1,224
+2
| +0.2% | +$230 | 0.04% | 227 |
|
|
2021
Q3 | $150K | Buy |
1,222
+1
| +0.1% | +$123 | 0.05% | 214 |
|
|
2021
Q2 | $144K | Buy |
1,221
+351
| +40% | +$41.4K | 0.05% | 217 |
|
|
2021
Q1 | $83K | Sell |
870
-48
| -5% | -$4.58K | 0.03% | 289 |
|
|
2020
Q4 | $83K | Buy |
918
+1
| +0.1% | +$90 | 0.04% | 251 |
|
|
2020
Q3 | $53K | Buy |
917
+3
| +0.3% | +$173 | 0.03% | 295 |
|
|
2020
Q2 | $46K | Buy |
914
+320
| +54% | +$16.1K | 0.02% | 284 |
|
|
2020
Q1 | $21K | Buy |
594
+198
| +50% | +$7K | 0.01% | 383 |
|
|
2019
Q4 | $34K | Hold |
396
| – | – | 0.02% | 339 |
|
|
2019
Q3 | $32K | Hold |
396
| – | – | 0.02% | 336 |
|
|
2019
Q2 | $31K | Hold |
396
| – | – | 0.02% | 342 |
|
|
2019
Q1 | $28K | Hold |
396
| – | – | 0.02% | 350 |
|
|
2018
Q4 | $23K | Hold |
396
| – | – | 0.02% | 349 |
|
|
2018
Q3 | $29K | Buy |
396
+46
| +13% | +$3.37K | 0.02% | 341 |
|
|
2018
Q2 | $25K | Sell |
350
-38
| -10% | -$2.71K | 0.02% | 348 |
|
|
2018
Q1 | $28K | Buy |
+388
| New | +$28K | 0.02% | 334 |
|