Cypress Financial Planning’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 |
|
|||||
|
2025
Q1 | $3.8M | Hold |
|
|||||
|
2024
Q4 | $3.85M | Buy |
|
|||||
|
2024
Q3 | $3.12M | Buy |
|
|||||
|
2024
Q2 | $2.91M | Buy |
|
|||||
|
2024
Q1 | $2.91M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $1.93M | Hold |
|
|||||
|
2023
Q2 | $2.62M | Hold |
|
|||||
|
2023
Q1 | $2.2M | Hold |
|
|||||
|
2022
Q4 | $2.16M | Buy |
|
|||||
|
2022
Q3 | $2.02M | Hold |
|
|||||
|
2022
Q2 | $2.1M | Buy |
|