Financial Advocates Investment 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 | $703K | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $938K | Buy |
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|
2024
Q2 | $858K | Buy |
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|
2024
Q1 | $856K | Buy |
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|
2023
Q4 | $710K | Buy |
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|
2023
Q3 | $513K | Buy |
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|
2023
Q2 | $680K | Buy |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $542K | Buy |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $430K | Buy |
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