Choate Investment Advisors’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 | $1.1M | Buy |
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|
2024
Q4 | $978K | Buy |
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|
2024
Q3 | $759K | Buy |
|
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|
2024
Q2 | $671K | Sell |
|
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|
2024
Q1 | $1.02M | Sell |
|
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|
2023
Q4 | $930K | Buy |
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|
2023
Q3 | $508K | Buy |
|
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|
2023
Q2 | $647K | Buy |
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|
2023
Q1 | $545K | Sell |
|
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $3.13M | Buy |
|