BTR Capital 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
2022
Q3
$8.7M Sell
2022
Q2
$9.16M Buy
2022
Q1
$10.5M Buy
2021
Q4
$9.09M Buy
2021
Q3
$9.64M Sell
2021
Q2
$9.94M Sell
2021
Q1
$9.21M Buy
2020
Q4
$8.75M Sell
2020
Q3
$5.73M Sell
2020
Q2
$5.14M Sell
2020
Q1
$3.81M Buy
2019
Q4
$7.75M Buy
2019
Q3
$7.35M Buy
2019
Q2
$6.88M Sell
2019
Q1
$6.34M Buy
2018
Q4
$5.26M Sell
2018
Q3
$8.46M Sell
2018
Q2
$7.79M Buy
2018
Q1
$7.84M Sell
2017
Q4
$8.44M Sell
2017
Q3
$7.1M Sell
2017
Q2
$6.9M Buy