Close Asset Management’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 | $0 | Hold |
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|
2025
Q1 | $17K | Hold |
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|
2024
Q4 | $17K | Hold |
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|
2024
Q3 | $14K | Sell |
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|
2024
Q2 | $77K | Hold |
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|
2024
Q1 | $78K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $287K | Hold |
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|
2019
Q2 | $275K | Sell |
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|
2019
Q1 | $253K | Sell |
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|
2018
Q4 | $200K | Buy |
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|
2018
Q3 | $274K | Buy |
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|
2018
Q2 | $220K | Hold |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $246K | Hold |
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|
2017
Q3 | $206K | Hold |
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|
2017
Q2 | $199K | Buy |
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|
2017
Q1 | $191K | Buy |
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|
2016
Q4 | $86K | Buy |
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