Capital Advisors Ltd’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 | $179K | Buy |
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|
2024
Q4 | $181K | Hold |
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|
2024
Q3 | $147K | Buy |
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|
2024
Q2 | $137K | Buy |
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|
2024
Q1 | $136K | Buy |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $89K | Sell |
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|
2023
Q2 | $121K | Buy |
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|
2023
Q1 | $58K | Sell |
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|
2022
Q4 | $58K | Buy |
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|
2022
Q3 | $55K | Buy |
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|
2022
Q2 | $55K | Buy |
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|
2022
Q1 | $63K | Sell |
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|
2021
Q4 | $67K | Buy |
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|
2021
Q3 | $70K | Buy |
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|
2021
Q2 | $68K | Buy |
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|
2021
Q1 | $54K | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q3 | $33K | Buy |
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|
2020
Q2 | $28K | Buy |
|
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|
2020
Q1 | $20K | Buy |
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|
2019
Q4 | $48K | Buy |
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|
2019
Q3 | $46K | Buy |
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|
2019
Q2 | $44K | Buy |
|
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|
2019
Q1 | $40K | Hold |
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|
2018
Q4 | $33K | Buy |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $39K | Buy |
|
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|
2018
Q1 | $40K | Buy |
|
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|
2017
Q4 | $43K | Buy |
|
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|
2017
Q3 | $36K | Buy |
|
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|
2017
Q2 | $34K | Buy |
|
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|
2017
Q1 | $38K | Buy |
|
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|
2016
Q4 | $40K | Buy |
|
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|
2016
Q3 | $31K | Buy |
|
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|
2016
Q2 | $29K | Buy |
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|
2016
Q1 | $28K | Buy |
|
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|
2015
Q4 | $29K | Buy |
|
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|
2015
Q3 | $28K | Buy |
|
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|
2015
Q2 | $31K | Buy |
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|
2015
Q1 | $31K | Buy |
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|
2014
Q4 | $36K | Buy |
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|
2014
Q3 | $34K | Buy |
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|
2014
Q2 | $34K | Buy |
|
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|
2014
Q1 | $32K | Hold |
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|
2013
Q4 | $30K | Buy |
|