Caldwell Trust’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 | $686K | Hold |
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|
2024
Q4 | $696K | Sell |
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|
2024
Q3 | $579K | Hold |
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|
2024
Q2 | $540K | Hold |
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|
2024
Q1 | $541K | Hold |
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|
2023
Q4 | $464K | Hold |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $482K | Sell |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $422K | Hold |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $419K | Hold |
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|
2022
Q1 | $488K | Buy |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $135K | Hold |
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|
2021
Q2 | $130K | Hold |
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|
2021
Q1 | $104K | Sell |
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|
2020
Q4 | $111K | Sell |
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|
2020
Q3 | $73K | Sell |
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|
2020
Q2 | $129K | Sell |
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|
2020
Q1 | $102K | Buy |
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|
2019
Q4 | $201K | Buy |
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