Financial Sense Advisors’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
Q1 | – | Sell |
-4,228
| Closed | -$732K | – | 115 |
|
2024
Q4 | $732K | Buy |
+4,228
| New | +$732K | 0.24% | 61 |
|
2017
Q3 | – | Sell |
-4,422
| Closed | -$275K | – | 86 |
|
2017
Q2 | $275K | Buy |
+4,422
| New | +$275K | 0.14% | 66 |
|
2015
Q1 | – | Sell |
-45,178
| Closed | -$2.96M | – | 120 |
|
2014
Q4 | $2.96M | Sell |
45,178
-2,017
| -4% | -$132K | 1.2% | 33 |
|
2014
Q3 | $3.04M | Buy |
+47,195
| New | +$3.04M | 1.3% | 30 |
|