CK
DFS
Cohen Klingenstein’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,600
| Closed | -$1.64M | – | 205 |
|
|
2025
Q1 | $1.64M | Hold |
9,600
| – | – | 0.06% | 130 |
|
|
2024
Q4 | $1.66M | Hold |
9,600
| – | – | 0.06% | 132 |
|
|
2024
Q3 | $1.35M | Hold |
9,600
| – | – | 0.05% | 155 |
|
|
2024
Q2 | $1.26M | Hold |
9,600
| – | – | 0.05% | 155 |
|
|
2024
Q1 | $1.26M | Hold |
9,600
| – | – | 0.05% | 156 |
|
|
2023
Q4 | $1.08M | Hold |
9,600
| – | – | 0.04% | 164 |
|
|
2023
Q3 | $832K | Hold |
9,600
| – | – | 0.04% | 170 |
|
|
2023
Q2 | $1.12M | Hold |
9,600
| – | – | 0.05% | 159 |
|
|
2023
Q1 | $949K | Hold |
9,600
| – | – | 0.04% | 164 |
|
|
2022
Q4 | $939K | Hold |
9,600
| – | – | 0.05% | 163 |
|
|
2022
Q3 | $873K | Hold |
9,600
| – | – | 0.05% | 162 |
|
|
2022
Q2 | $908K | Buy |
+9,600
| New | +$908K | 0.05% | 165 |
|