Bell Bank’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 |
-1,408
| Closed | -$240K | – | 200 |
|
2025
Q1 | $240K | Hold |
1,408
| – | – | 0.01% | 176 |
|
2024
Q4 | $244K | Buy |
+1,408
| New | +$244K | 0.02% | 175 |
|
2024
Q3 | – | Sell |
-2,411
| Closed | -$315K | – | 182 |
|
2024
Q2 | $315K | Hold |
2,411
| – | – | 0.03% | 161 |
|
2024
Q1 | $316K | Sell |
2,411
-2
| -0.1% | -$262 | 0.03% | 164 |
|
2023
Q4 | $271K | Hold |
2,413
| – | – | 0.03% | 159 |
|
2023
Q3 | $209K | Hold |
2,413
| – | – | 0.02% | 175 |
|
2023
Q2 | $282K | Sell |
2,413
-2
| -0.1% | -$234 | 0.03% | 164 |
|
2023
Q1 | $239K | Hold |
2,415
| – | – | 0.03% | 173 |
|
2022
Q4 | $236K | Sell |
2,415
-161
| -6% | -$15.8K | 0.03% | 171 |
|
2022
Q3 | $234K | Buy |
+2,576
| New | +$234K | 0.03% | 163 |
|