Coldstream Capital 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 | – | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $860K | Buy |
|
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|
2024
Q2 | $738K | Buy |
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|
2024
Q1 | $733K | Buy |
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|
2023
Q4 | $621K | Buy |
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|
2023
Q3 | $438K | Sell |
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|
2023
Q2 | $675K | Sell |
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|
2023
Q1 | $574K | Buy |
|
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|
2022
Q4 | $565K | Buy |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $567K | Sell |
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|
2021
Q4 | $713K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $399K | Buy |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $296K | Sell |
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|
2020
Q3 | $221K | Buy |
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