Cape Investment Advisory’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 |
-153
| Closed | -$26.1K | – | 1199 |
|
|
2025
Q1 | $26.1K | Sell |
153
-3
| -2% | -$512 | 0.01% | 432 |
|
|
2024
Q4 | $27K | Buy |
156
+4
| +3% | +$693 | 0.01% | 430 |
|
|
2024
Q3 | $21.3K | Hold |
152
| – | – | 0.01% | 454 |
|
|
2024
Q2 | $19.9K | Hold |
152
| – | – | 0.01% | 425 |
|
|
2024
Q1 | $19.9K | Hold |
152
| – | – | 0.01% | 444 |
|
|
2023
Q4 | $17.1K | Hold |
152
| – | – | 0.01% | 566 |
|
|
2023
Q3 | $13.2K | Hold |
152
| – | – | 0.01% | 518 |
|
|
2023
Q2 | $17.8K | Hold |
152
| – | – | 0.01% | 460 |
|
|
2023
Q1 | $15K | Buy |
+152
| New | +$15K | 0.01% | 470 |
|