CVA Family Office’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-742
| Closed | -$127K | – | 1326 |
|
|
2025
Q1 | $127K | Buy |
742
+59
| +9% | +$10.1K | 0.02% | 357 |
|
|
2024
Q4 | $118K | Buy |
683
+51
| +8% | +$8.84K | 0.02% | 357 |
|
|
2024
Q3 | $88.7K | Buy |
632
+10
| +2% | +$1.4K | 0.01% | 396 |
|
|
2024
Q2 | $81.4K | Buy |
622
+12
| +2% | +$1.57K | 0.01% | 391 |
|
|
2024
Q1 | $80K | Buy |
610
+5
| +0.8% | +$655 | 0.01% | 401 |
|
|
2023
Q4 | $68K | Buy |
+605
| New | +$68K | 0.01% | 408 |
|
|
2023
Q3 | – | Sell |
-296
| Closed | -$34.6K | – | 407 |
|
|
2023
Q2 | $34.6K | Sell |
296
-49
| -14% | -$5.73K | 0.01% | 517 |
|
|
2023
Q1 | $34.1K | Sell |
345
-100
| -22% | -$9.88K | 0.01% | 507 |
|
|
2022
Q4 | $43.5K | Sell |
445
-100
| -18% | -$9.78K | 0.01% | 444 |
|
|
2022
Q3 | $50K | Buy |
545
+290
| +114% | +$26.6K | 0.01% | 362 |
|
|
2022
Q2 | $24K | Sell |
255
-210
| -45% | -$19.8K | 0.01% | 506 |
|
|
2022
Q1 | $51K | Buy |
465
+175
| +60% | +$19.2K | 0.01% | 391 |
|
|
2021
Q4 | $34K | Buy |
+290
| New | +$34K | 0.01% | 427 |
|
|
2021
Q3 | – | Sell |
-295
| Closed | -$35K | – | 486 |
|
|
2021
Q2 | $35K | Buy |
295
+40
| +16% | +$4.75K | 0.01% | 413 |
|
|
2021
Q1 | $24K | Buy |
+255
| New | +$24K | 0.01% | 372 |
|