BOK Financial Private Wealth’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
| Closed | -$1.04K | – | 525 |
|
|
2024
Q4 | $1.04K | Buy |
+6
| New | +$1.04K | ﹤0.01% | 504 |
|
|
2022
Q2 | – | Sell |
-1,979
| Closed | -$218K | – | 394 |
|
|
2022
Q1 | $218K | Buy |
+1,979
| New | +$218K | 0.02% | 286 |
|
|
2021
Q4 | – | Sell |
-1,698
| Closed | -$209K | – | 308 |
|
|
2021
Q3 | $209K | Sell |
1,698
-95
| -5% | -$11.7K | 0.02% | 230 |
|
|
2021
Q2 | $212K | Buy |
+1,793
| New | +$212K | 0.02% | 214 |
|
|
2020
Q1 | – | Sell |
-37,734
| Closed | -$3.2M | – | 191 |
|
|
2019
Q4 | $3.2M | Buy |
+37,734
| New | +$3.2M | 0.27% | 72 |
|