Cranbrook Wealth 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 |
-9
| Closed | -$1.54K | – | 412 |
|
|
2025
Q1 | $1.54K | Hold |
9
| – | – | ﹤0.01% | 377 |
|
|
2024
Q4 | $1.56K | Hold |
9
| – | – | ﹤0.01% | 355 |
|
|
2024
Q3 | $1.26K | Hold |
9
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $1.18K | Hold |
9
| – | – | ﹤0.01% | 298 |
|
|
2024
Q1 | $1.18K | Sell |
9
-59
| -87% | -$6.76K | ﹤0.01% | 280 |
|
|
2023
Q4 | $7.64K | Hold |
68
| – | – | ﹤0.01% | 246 |
|
|
2023
Q3 | $5.89K | Sell |
68
-59
| -46% | -$5.86K | ﹤0.01% | 247 |
|
|
2023
Q2 | $14.8K | Hold |
127
| – | – | ﹤0.01% | 213 |
|
|
2023
Q1 | $12.6K | Hold |
127
| – | – | ﹤0.01% | 217 |
|
|
2022
Q4 | $12.4K | Hold |
127
| – | – | ﹤0.01% | 214 |
|
|
2022
Q3 | $12K | Sell |
127
-60
| -32% | -$6.07K | ﹤0.01% | 234 |
|
|
2022
Q2 | $18K | Sell |
187
-118
| -39% | -$12.6K | ﹤0.01% | 217 |
|
|
2022
Q1 | $34K | Hold |
305
| – | – | 0.01% | 211 |
|
|
2021
Q4 | $35K | Hold |
305
| – | – | 0.01% | 206 |
|
|
2021
Q3 | $37K | Hold |
305
| – | – | 0.01% | 213 |
|
|
2021
Q2 | $36K | Hold |
305
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $29K | Buy |
305
+296
| +3,289% | +$27.9K | 0.01% | 222 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 306 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 256 |
|
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 265 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 260 |
|
|
2019
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 249 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 256 |
|
|
2019
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 228 |
|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 232 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 224 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 218 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 208 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 209 |
|
|
2017
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 207 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 207 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 213 |
|
|
2017
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 198 |
|
|
2016
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 203 |
|
|
2016
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 195 |
|
|
2016
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 204 |
|
|
2016
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 203 |
|
|
2015
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 204 |
|
|
2015
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 209 |
|
|
2015
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 202 |
|
|
2015
Q1 | $1K | Sell |
9
-68
| -88% | -$4.03K | ﹤0.01% | 202 |
|
|
2014
Q4 | $5K | Hold |
77
| – | – | ﹤0.01% | 185 |
|
|
2014
Q3 | $5K | Hold |
77
| – | – | ﹤0.01% | 137 |
|
|
2014
Q2 | $5K | Hold |
77
| – | – | ﹤0.01% | 136 |
|
|
2014
Q1 | $4K | Hold |
77
| – | – | ﹤0.01% | 139 |
|
|
2013
Q4 | $4K | Buy |
+77
| New | +$4.04K | ﹤0.01% | 191 |
|
Other funds holding DFS
DWM
IA
SS
OLVIG
HNB
Cranbrook Wealth Management's DFS Position: Q2 2025 in Review
Cranbrook Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 9 shares — an estimated $1.54K sold.
Cranbrook Wealth Management first reported a position in DFS in Q4 2013 and held it in 46 quarters. The position peaked at $37K in Q3 2021. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.
- Cranbrook Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
- Cranbrook Wealth Management sold 9 Discover Financial Services shares in Q2 2025, an estimated $1.54K.
- Cranbrook Wealth Management first reported a position in Discover Financial Services in Q4 2013 and held it in 46 quarters.
- Cranbrook Wealth Management's Discover Financial Services position peaked at $37K in Q3 2021.
- 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.
Based on Cranbrook Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.