Capital Asset Advisory Services’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 | $456K | Sell |
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|
2024
Q4 | $469K | Sell |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $415K | Sell |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $525K | Sell |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $601K | Sell |
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|
2021
Q1 | $503K | Sell |
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|
2020
Q4 | $499K | Sell |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $487K | Buy |
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|
2019
Q3 | $412K | Buy |
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|
2019
Q2 | $363K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $338K | Sell |
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|
2018
Q3 | $474K | Buy |
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|
2018
Q2 | $434K | Sell |
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|
2018
Q1 | $460K | Sell |
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|
2017
Q4 | $532K | Sell |
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|
2017
Q3 | $458K | Hold |
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|
2017
Q2 | $437K | Buy |
|