CIA
DFS
Choate Investment Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,460
| Closed | -$1.1M | – | 480 |
|
|
2025
Q1 | $1.1M | Buy |
6,460
+816
| +14% | +$139K | 0.03% | 175 |
|
|
2024
Q4 | $978K | Buy |
5,644
+231
| +4% | +$40K | 0.02% | 197 |
|
|
2024
Q3 | $759K | Buy |
5,413
+286
| +6% | +$40.1K | 0.02% | 219 |
|
|
2024
Q2 | $671K | Sell |
5,127
-2,688
| -34% | -$352K | 0.02% | 226 |
|
|
2024
Q1 | $1.02M | Sell |
7,815
-462
| -6% | -$60.6K | 0.03% | 197 |
|
|
2023
Q4 | $930K | Buy |
8,277
+2,418
| +41% | +$272K | 0.03% | 191 |
|
|
2023
Q3 | $508K | Buy |
5,859
+323
| +6% | +$28K | 0.02% | 238 |
|
|
2023
Q2 | $647K | Buy |
5,536
+18
| +0.3% | +$2.1K | 0.03% | 182 |
|
|
2023
Q1 | $545K | Sell |
5,518
-1,420
| -20% | -$140K | 0.03% | 176 |
|
|
2022
Q4 | $679K | Buy |
6,938
+1,860
| +37% | +$182K | 0.04% | 151 |
|
|
2022
Q3 | $462K | Sell |
5,078
-45
| -0.9% | -$4.09K | 0.03% | 166 |
|
|
2022
Q2 | $485K | Sell |
5,123
-23,248
| -82% | -$2.2M | 0.03% | 169 |
|
|
2022
Q1 | $3.13M | Buy |
+28,371
| New | +$3.13M | 0.17% | 58 |
|