Colonial Trust’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-96
| Closed | -$16.3K | – | 1107 |
|
|
2025
Q1 | $16.3K | Sell |
96
-1
| -1% | -$170 | ﹤0.01% | 711 |
|
|
2024
Q4 | $16.8K | Buy |
97
+59
| +155% | +$10.2K | ﹤0.01% | 849 |
|
|
2024
Q3 | $5.29K | Hold |
38
| – | – | ﹤0.01% | 869 |
|
|
2024
Q2 | $4.7K | Hold |
38
| – | – | ﹤0.01% | 856 |
|
|
2024
Q1 | $4.86K | Hold |
38
| – | – | ﹤0.01% | 829 |
|
|
2023
Q4 | $4.28K | Sell |
38
-27
| -42% | -$3.04K | ﹤0.01% | 811 |
|
|
2023
Q3 | $5.81K | Buy |
65
+27
| +71% | +$2.41K | ﹤0.01% | 771 |
|
|
2023
Q2 | $4.48K | Hold |
38
| – | – | ﹤0.01% | 797 |
|
|
2023
Q1 | $3.73K | Hold |
38
| – | – | ﹤0.01% | 785 |
|
|
2022
Q4 | $3.7K | Buy |
+38
| New | +$3.7K | ﹤0.01% | 788 |
|