Galvin Gaustad & Stein’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 |
-7,993
| Closed | -$1.36M | – | 194 |
|
|
2025
Q1 | $1.36M | Sell |
7,993
-997
| -11% | -$170K | 0.12% | 86 |
|
|
2024
Q4 | $1.56M | Sell |
8,990
-19
| -0.2% | -$3.29K | 0.14% | 82 |
|
|
2024
Q3 | $1.26M | Sell |
9,009
-75
| -0.8% | -$10.5K | 0.11% | 87 |
|
|
2024
Q2 | $1.19M | Sell |
9,084
-70
| -0.8% | -$9.16K | 0.11% | 85 |
|
|
2024
Q1 | $1.2M | Sell |
9,154
-175
| -2% | -$22.9K | 0.11% | 85 |
|
|
2023
Q4 | $1.05M | Sell |
9,329
-505
| -5% | -$56.8K | 0.1% | 88 |
|
|
2023
Q3 | $852K | Sell |
9,834
-809
| -8% | -$70.1K | 0.09% | 90 |
|
|
2023
Q2 | $1.24M | Sell |
10,643
-35
| -0.3% | -$4.09K | 0.12% | 82 |
|
|
2023
Q1 | $1.06M | Sell |
10,678
-3,291
| -24% | -$325K | 0.1% | 83 |
|
|
2022
Q4 | $1.37M | Sell |
13,969
-3,936
| -22% | -$385K | 0.14% | 78 |
|
|
2022
Q3 | $1.63M | Sell |
17,905
-119,760
| -87% | -$10.9M | 0.17% | 81 |
|
|
2022
Q2 | $13M | Buy |
137,665
+9,515
| +7% | +$900K | 1.32% | 33 |
|
|
2022
Q1 | $14.1M | Buy |
128,150
+7,602
| +6% | +$838K | 1.27% | 32 |
|
|
2021
Q4 | $13.9M | Buy |
120,548
+4,924
| +4% | +$569K | 1.2% | 34 |
|
|
2021
Q3 | $14.2M | Buy |
115,624
+735
| +0.6% | +$90.3K | 1.37% | 27 |
|
|
2021
Q2 | $13.6M | Buy |
114,889
+3,258
| +3% | +$385K | 1.29% | 34 |
|
|
2021
Q1 | $10.6M | Sell |
111,631
-3,659
| -3% | -$348K | 1.07% | 39 |
|
|
2020
Q4 | $10.4M | Buy |
+115,290
| New | +$10.4M | 1.1% | 37 |
|