Brown, Lisle/Cummings’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 |
-220
| Closed | -$37.6K | – | 781 |
|
|
2025
Q1 | $37.6K | Buy |
220
+5
| +2% | +$854 | 0.01% | 355 |
|
|
2024
Q4 | $37.2K | Hold |
215
| – | – | 0.01% | 359 |
|
|
2024
Q3 | $30.2K | Sell |
215
-75
| -26% | -$10.5K | 0.01% | 354 |
|
|
2024
Q2 | $37.9K | Hold |
290
| – | – | 0.01% | 334 |
|
|
2024
Q1 | $38K | Hold |
290
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $32.6K | Hold |
290
| – | – | 0.01% | 325 |
|
|
2023
Q3 | $25.1K | Hold |
290
| – | – | 0.01% | 314 |
|
|
2023
Q2 | $33.9K | Hold |
290
| – | – | 0.02% | 299 |
|
|
2023
Q1 | $28.7K | Buy |
290
+125
| +76% | +$12.4K | 0.01% | 308 |
|
|
2022
Q4 | $16.1K | Buy |
165
+90
| +120% | +$8.81K | 0.01% | 334 |
|
|
2022
Q3 | $6.82K | Buy |
+75
| New | +$6.82K | ﹤0.01% | 409 |
|