Envestnet Asset Management’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 | $145M | Sell |
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|
2024
Q4 | $202M | Sell |
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|
2024
Q3 | $166M | Buy |
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|
2024
Q2 | $136M | Sell |
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|
2024
Q1 | $152M | Sell |
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|
2023
Q4 | $239M | Buy |
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|
2023
Q3 | $114M | Buy |
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|
2023
Q2 | $112M | Sell |
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|
2023
Q1 | $98.4M | Buy |
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|
2022
Q4 | $93.8M | Buy |
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|
2022
Q3 | $85.9M | Buy |
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|
2022
Q2 | $86.7M | Sell |
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|
2022
Q1 | $111M | Buy |
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|
2021
Q4 | $112M | Buy |
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|
2021
Q3 | $119M | Sell |
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|
2021
Q2 | $121M | Buy |
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|
2021
Q1 | $95.9M | Buy |
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|
2020
Q4 | $42.2M | Buy |
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|
2020
Q3 | $21M | Buy |
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|
2020
Q2 | $15.9M | Buy |
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|
2020
Q1 | $8.93M | Sell |
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|
2019
Q4 | $26.4M | Buy |
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|
2019
Q3 | $22.2M | Buy |
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|
2019
Q2 | $20.4M | Buy |
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|
2019
Q1 | $18M | Buy |
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|
2018
Q4 | $13.4M | Buy |
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|
2018
Q3 | $279K | Sell |
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|
2018
Q2 | $1.25M | Sell |
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|
2018
Q1 | $1.29M | Sell |
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|
2017
Q4 | $10.7M | Buy |
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|
2017
Q3 | $6.59M | Sell |
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|
2017
Q2 | $8.58M | Sell |
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|
2017
Q1 | $14M | Sell |
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|
2016
Q4 | $16M | Buy |
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|
2016
Q3 | $11.9M | Buy |
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|
2016
Q2 | $9.72M | Sell |
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|
2016
Q1 | $10.5M | Buy |
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|
2015
Q4 | $10.7M | Buy |
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|
2015
Q3 | $8.61M | Sell |
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|
2015
Q2 | $9.66M | Sell |
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|
2015
Q1 | $9.6M | Buy |
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|
2014
Q4 | $1.74M | Sell |
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|
2014
Q3 | $2.48M | Buy |
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|
2014
Q2 | $62K | Sell |
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|
2014
Q1 | $2.56M | Buy |
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|
2013
Q4 | $2M | Sell |
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|
2013
Q3 | $2.02M | Sell |
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|
2013
Q2 | $1.98M | Buy |
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