CBIZ Investment Advisory Services’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 |
-120
| Closed | -$20.5K | – | 752 |
|
|
2025
Q1 | $20.5K | Sell |
120
-9
| -7% | -$1.54K | ﹤0.01% | 227 |
|
|
2024
Q4 | $22.3K | Buy |
129
+15
| +13% | +$2.6K | ﹤0.01% | 205 |
|
|
2024
Q3 | $16K | Hold |
114
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $14.9K | Hold |
114
| – | – | ﹤0.01% | 210 |
|
|
2024
Q1 | $14.9K | Buy |
+114
| New | +$14.9K | ﹤0.01% | 223 |
|