Blue Bell Private Wealth 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 |
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|
2025
Q1 | $21.9K | Hold |
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|
2024
Q4 | $22.2K | Hold |
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|
2024
Q3 | $18K | Sell |
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|
2024
Q2 | $29.8K | Sell |
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|
2024
Q1 | $56.2K | Sell |
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|
2023
Q4 | $51K | Hold |
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|
2023
Q3 | $39.3K | Hold |
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|
2023
Q2 | $53K | Hold |
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|
2023
Q1 | $44.9K | Hold |
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|
2022
Q4 | $44.4K | Hold |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $43K | Sell |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $55K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $71K | Hold |
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|
2016
Q2 | $67K | Hold |
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|
2016
Q1 | $63K | Hold |
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|
2015
Q4 | $67K | Hold |
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|
2015
Q3 | $65K | Hold |
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|
2015
Q2 | $72K | Hold |
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|
2015
Q1 | $70K | Hold |
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|
2014
Q4 | $81K | Buy |
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|
2014
Q3 | $80K | Hold |
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|
2014
Q2 | $77K | Hold |
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|
2014
Q1 | $72K | Hold |
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|
2013
Q4 | $69K | Buy |
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