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