Cresset 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 | $1.21M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $7.33M | Buy |
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|
2024
Q2 | $6.42M | Buy |
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|
2024
Q1 | $5.36M | Buy |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $1.98M | Sell |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $984K | Buy |
|
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|
2022
Q4 | $551K | Buy |
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|
2022
Q3 | $643K | Sell |
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|
2022
Q2 | $718K | Buy |
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|
2022
Q1 | $558K | Sell |
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|
2021
Q4 | $709K | Buy |
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|
2021
Q3 | $663K | Buy |
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|
2021
Q2 | $457K | Buy |
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|
2021
Q1 | $323K | Buy |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $286K | Sell |
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|
2019
Q3 | $314K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $118K | Sell |
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|
2018
Q4 | $102K | Buy |
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