Cozad 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 | – | Sell |
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|
2025
Q1 | $348K | Hold |
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|
2024
Q4 | $353K | Hold |
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|
2024
Q3 | $286K | Hold |
|
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $267K | Sell |
|
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $251K | Buy |
|
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $239K | Sell |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $300K | Buy |
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|
2019
Q3 | $272K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $207K | Buy |
|