Harbour Investments’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 |
-2,533
| Closed | -$432K | – | 3635 |
|
|
2025
Q1 | $432K | Buy |
2,533
+399
| +19% | +$68.1K | 0.01% | 762 |
|
|
2024
Q4 | $370K | Buy |
2,134
+50
| +2% | +$8.66K | 0.01% | 798 |
|
|
2024
Q3 | $292K | Sell |
2,084
-12
| -0.6% | -$1.68K | 0.01% | 860 |
|
|
2024
Q2 | $274K | Sell |
2,096
-153
| -7% | -$20K | 0.01% | 824 |
|
|
2024
Q1 | $295K | Sell |
2,249
-169
| -7% | -$22.2K | 0.01% | 773 |
|
|
2023
Q4 | $272K | Buy |
2,418
+104
| +4% | +$11.7K | 0.01% | 740 |
|
|
2023
Q3 | $200K | Buy |
2,314
+167
| +8% | +$14.5K | 0.01% | 790 |
|
|
2023
Q2 | $251K | Buy |
2,147
+20
| +0.9% | +$2.34K | 0.01% | 717 |
|
|
2023
Q1 | $210K | Buy |
2,127
+289
| +16% | +$28.6K | 0.01% | 753 |
|
|
2022
Q4 | $180K | Buy |
1,838
+119
| +7% | +$11.6K | 0.01% | 774 |
|
|
2022
Q3 | $163K | Hold |
1,719
| – | – | 0.01% | 775 |
|
|
2022
Q2 | $163K | Buy |
+1,719
| New | +$163K | 0.01% | 775 |
|
|
2021
Q4 | $207K | Sell |
1,795
-3,547
| -66% | -$409K | 0.01% | 705 |
|
|
2021
Q3 | $656K | Buy |
5,342
+473
| +10% | +$58.1K | 0.02% | 551 |
|
|
2021
Q2 | $576K | Sell |
4,869
-34
| -0.7% | -$4.02K | 0.02% | 616 |
|
|
2021
Q1 | $466K | Buy |
+4,903
| New | +$466K | 0.02% | 631 |
|