Diversified Trust’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 |
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|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $548K | Sell |
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|
2024
Q3 | $461K | Buy |
|
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|
2024
Q2 | $429K | Buy |
|
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|
2024
Q1 | $371K | Sell |
|
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|
2023
Q4 | $768K | Buy |
|
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $931K | Buy |
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|
2023
Q1 | $592K | Sell |
|
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|
2022
Q4 | $903K | Buy |
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|
2022
Q3 | $745K | Buy |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $734K | Buy |
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|
2021
Q4 | $621K | Buy |
|
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|
2021
Q3 | $560K | Sell |
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|
2021
Q2 | $617K | Buy |
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|
2021
Q1 | $428K | Buy |
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|
2020
Q4 | $266K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $393K | Sell |
|
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|
2016
Q1 | $518K | Hold |
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|
2015
Q4 | $545K | Hold |
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|
2015
Q3 | $529K | Hold |
|
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|
2015
Q2 | $586K | Buy |
|
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|
2015
Q1 | $434K | Hold |
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|
2014
Q4 | $504K | Buy |
|
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|
2014
Q2 | $1.08M | Buy |
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|
2013
Q4 | $1.17M | Sell |
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|
2013
Q3 | $1.21M | Sell |
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|
2013
Q2 | $1.17M | Buy |
|