D.J. St. Germain’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 |
-565
| Closed | -$96.4K | – | 896 |
|
2025
Q1 | $96.4K | Hold |
565
| – | – | ﹤0.01% | 336 |
|
2024
Q4 | $97.9K | Hold |
565
| – | – | ﹤0.01% | 345 |
|
2024
Q3 | $79.3K | Sell |
565
-62
| -10% | -$8.7K | ﹤0.01% | 353 |
|
2024
Q2 | $82K | Sell |
627
-116
| -16% | -$15.2K | ﹤0.01% | 341 |
|
2024
Q1 | $97.4K | Hold |
743
| – | – | ﹤0.01% | 332 |
|
2023
Q4 | $83.5K | Sell |
743
-149
| -17% | -$16.7K | ﹤0.01% | 343 |
|
2023
Q3 | $77.3K | Buy |
892
+115
| +15% | +$9.96K | ﹤0.01% | 324 |
|
2023
Q2 | $90.8K | Buy |
+777
| New | +$90.8K | ﹤0.01% | 316 |
|