Bleakley Financial Group’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
Q1 | – | Sell |
-6,353
| Closed | -$1.1M | – | 621 |
|
|
2024
Q4 | $1.1M | Sell |
6,353
-76
| -1% | -$13.2K | 0.03% | 382 |
|
|
2024
Q3 | $902K | Buy |
6,429
+174
| +3% | +$24.4K | 0.03% | 428 |
|
|
2024
Q2 | $818K | Buy |
6,255
+575
| +10% | +$75.2K | 0.02% | 465 |
|
|
2024
Q1 | $745K | Buy |
5,680
+730
| +15% | +$95.7K | 0.02% | 503 |
|
|
2023
Q4 | $556K | Sell |
4,950
-57
| -1% | -$6.41K | 0.02% | 555 |
|
|
2023
Q3 | $434K | Sell |
5,007
-1,994
| -28% | -$173K | 0.02% | 576 |
|
|
2023
Q2 | $818K | Buy |
7,001
+12
| +0.2% | +$1.4K | 0.03% | 456 |
|
|
2023
Q1 | $691K | Buy |
6,989
+137
| +2% | +$13.5K | 0.02% | 488 |
|
|
2022
Q4 | $670K | Buy |
+6,852
| New | +$670K | 0.02% | 465 |
|