Bryn Mawr Capital Management’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 |
-7,000
| Closed | -$1.21M | – | 407 |
|
|
2024
Q4 | $1.21M | Hold |
7,000
| – | – | 0.07% | 195 |
|
|
2024
Q3 | $982K | Sell |
7,000
-2,039
| -23% | -$286K | 0.05% | 228 |
|
|
2024
Q2 | $1.18M | Hold |
9,039
| – | – | 0.07% | 199 |
|
|
2024
Q1 | $1.18M | Sell |
9,039
-10,600
| -54% | -$1.39M | 0.07% | 205 |
|
|
2023
Q4 | $2.21M | Buy |
19,639
+3,339
| +20% | +$375K | 0.14% | 141 |
|
|
2023
Q3 | $1.41M | Buy |
+16,300
| New | +$1.41M | 0.09% | 170 |
|