EFS
DFS
Essex Financial Services’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,566
| Closed | -$438K | – | 694 |
|
|
2025
Q1 | $438K | Sell |
2,566
-296
| -10% | -$50.5K | 0.03% | 409 |
|
|
2024
Q4 | $496K | Sell |
2,862
-468
| -14% | -$81.1K | 0.04% | 380 |
|
|
2024
Q3 | $484K | Sell |
3,330
-143
| -4% | -$20.8K | 0.03% | 387 |
|
|
2024
Q2 | $435K | Buy |
3,473
+116
| +3% | +$14.5K | 0.03% | 393 |
|
|
2024
Q1 | $440K | Sell |
3,357
-445
| -12% | -$58.3K | 0.04% | 351 |
|
|
2023
Q4 | $427K | Buy |
3,802
+955
| +34% | +$107K | 0.04% | 327 |
|
|
2023
Q3 | $247K | Buy |
+2,847
| New | +$247K | 0.03% | 405 |
|
|
2022
Q2 | – | Sell |
-2,056
| Closed | -$227K | – | 487 |
|
|
2022
Q1 | $227K | Buy |
2,056
+100
| +5% | +$11K | 0.02% | 439 |
|
|
2021
Q4 | $226K | Sell |
1,956
-71
| -4% | -$8.2K | 0.02% | 446 |
|
|
2021
Q3 | $249K | Buy |
2,027
+988
| +95% | +$121K | 0.03% | 390 |
|
|
2021
Q2 | $241K | Buy |
+1,039
| New | +$241K | 0.03% | 381 |
|