Forum Financial 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 | $1.83M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $688K | Sell |
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|
2024
Q2 | $648K | Buy |
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|
2024
Q1 | $642K | Hold |
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|
2023
Q4 | $551K | Hold |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $575K | Sell |
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|
2023
Q1 | $486K | Sell |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | $561K | Buy |
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|
2021
Q4 | $582K | Buy |
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