Csenge Advisory Group’s Discover Financial Services DFS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,149
| Closed | -$343K | – | 690 |
|
2025
Q1 | $343K | Sell |
2,149
-121
| -5% | -$19.3K | 0.02% | 495 |
|
2024
Q4 | $393K | Buy |
2,270
+292
| +15% | +$50.6K | 0.02% | 492 |
|
2024
Q3 | $288K | Sell |
1,978
-19
| -1% | -$2.77K | 0.02% | 567 |
|
2024
Q2 | $261K | Sell |
1,997
-126
| -6% | -$16.5K | 0.01% | 552 |
|
2024
Q1 | $278K | Buy |
2,123
+7
| +0.3% | +$918 | 0.02% | 570 |
|
2023
Q4 | $238K | Sell |
2,116
-397
| -16% | -$44.6K | 0.01% | 582 |
|
2023
Q3 | $218K | Sell |
2,513
-103
| -4% | -$8.92K | 0.01% | 569 |
|
2023
Q2 | $306K | Buy |
2,616
+555
| +27% | +$64.8K | 0.02% | 497 |
|
2023
Q1 | $204K | Buy |
2,061
+7
| +0.3% | +$692 | 0.01% | 553 |
|
2022
Q4 | $201K | Buy |
+2,054
| New | +$201K | 0.02% | 560 |
|
2022
Q2 | – | Sell |
-1,925
| Closed | -$212K | – | 591 |
|
2022
Q1 | $212K | Buy |
+1,925
| New | +$212K | 0.02% | 586 |
|
2021
Q4 | – | Sell |
-1,774
| Closed | -$226K | – | 561 |
|
2021
Q3 | $226K | Buy |
+1,774
| New | +$226K | 0.02% | 525 |
|
2018
Q4 | – | Sell |
-216
| Closed | -$14K | – | 509 |
|
2018
Q3 | $14K | Buy |
+216
| New | +$14K | 0.01% | 434 |
|