Farmers & Merchants Investments Inc’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 |
-189
| Closed | -$32.3K | – | 1733 |
|
|
2025
Q1 | $32.3K | Hold |
189
| – | – | ﹤0.01% | 479 |
|
|
2024
Q4 | $32.7K | Hold |
189
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $26.5K | Hold |
189
| – | – | ﹤0.01% | 531 |
|
|
2024
Q2 | $24.7K | Hold |
189
| – | – | ﹤0.01% | 525 |
|
|
2024
Q1 | $24.8K | Hold |
189
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $21.2K | Sell |
189
-5
| -3% | -$562 | ﹤0.01% | 502 |
|
|
2023
Q3 | $16.8K | Hold |
194
| – | – | ﹤0.01% | 529 |
|
|
2023
Q2 | $22.7K | Hold |
194
| – | – | ﹤0.01% | 495 |
|
|
2023
Q1 | $19.2K | Hold |
194
| – | – | ﹤0.01% | 519 |
|
|
2022
Q4 | $19K | Hold |
194
| – | – | ﹤0.01% | 542 |
|
|
2022
Q3 | $18K | Sell |
194
-42
| -18% | -$3.9K | ﹤0.01% | 533 |
|
|
2022
Q2 | $22K | Hold |
236
| – | – | ﹤0.01% | 535 |
|
|
2022
Q1 | $26K | Hold |
236
| – | – | ﹤0.01% | 531 |
|
|
2021
Q4 | $27K | Buy |
236
+75
| +47% | +$8.58K | ﹤0.01% | 534 |
|
|
2021
Q3 | $20K | Hold |
161
| – | – | ﹤0.01% | 550 |
|
|
2021
Q2 | $19K | Hold |
161
| – | – | ﹤0.01% | 493 |
|
|
2021
Q1 | $15K | Hold |
161
| – | – | ﹤0.01% | 513 |
|
|
2020
Q4 | $15K | Hold |
161
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $9K | Hold |
161
| – | – | ﹤0.01% | 566 |
|
|
2020
Q2 | $8K | Buy |
161
+3
| +2% | +$149 | ﹤0.01% | 588 |
|
|
2020
Q1 | $6K | Hold |
158
| – | – | ﹤0.01% | 593 |
|
|
2019
Q4 | $13K | Hold |
158
| – | – | ﹤0.01% | 503 |
|
|
2019
Q3 | $13K | Hold |
158
| – | – | ﹤0.01% | 484 |
|
|
2019
Q2 | $12K | Buy |
158
+8
| +5% | +$608 | ﹤0.01% | 499 |
|
|
2019
Q1 | $11K | Buy |
150
+7
| +5% | +$513 | ﹤0.01% | 505 |
|
|
2018
Q4 | $8K | Sell |
143
-76
| -35% | -$4.25K | ﹤0.01% | 517 |
|
|
2018
Q3 | $17K | Buy |
219
+85
| +63% | +$6.6K | ﹤0.01% | 453 |
|
|
2018
Q2 | $9K | Hold |
134
| – | – | ﹤0.01% | 548 |
|
|
2018
Q1 | $10K | Hold |
134
| – | – | ﹤0.01% | 526 |
|
|
2017
Q4 | $10K | Buy |
134
+14
| +12% | +$1.05K | ﹤0.01% | 536 |
|
|
2017
Q3 | $8K | Buy |
120
+39
| +48% | +$2.6K | ﹤0.01% | 564 |
|
|
2017
Q2 | $5K | Buy |
81
+61
| +305% | +$3.77K | ﹤0.01% | 652 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 706 |
|
|
2016
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 765 |
|
|
2016
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 714 |
|
|
2016
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 677 |
|
|
2016
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 697 |
|
|
2015
Q4 | $1K | Sell |
20
-31
| -61% | -$1.55K | ﹤0.01% | 681 |
|
|
2015
Q3 | $1K | Buy |
51
+31
| +155% | +$608 | ﹤0.01% | 698 |
|
|
2015
Q2 | $1K | Sell |
20
-125
| -86% | -$6.25K | ﹤0.01% | 719 |
|
|
2015
Q1 | $8K | Hold |
145
| – | – | ﹤0.01% | 548 |
|
|
2014
Q4 | $9K | Hold |
145
| – | – | ﹤0.01% | 508 |
|
|
2014
Q3 | $9K | Buy |
145
+125
| +625% | +$7.76K | ﹤0.01% | 522 |
|
|
2014
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 638 |
|
|
2014
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 642 |
|
|
2013
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 655 |
|
|
2013
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 618 |
|
|
2013
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 585 |
|