Haverford Trust Company’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 |
-2,957
| Closed | -$505K | – | 406 |
|
|
2025
Q1 | $505K | Buy |
2,957
+112
| +4% | +$19.1K | 0.01% | 285 |
|
|
2024
Q4 | $493K | Sell |
2,845
-65
| -2% | -$11.3K | ﹤0.01% | 293 |
|
|
2024
Q3 | $408K | Buy |
2,910
+586
| +25% | +$82.2K | ﹤0.01% | 331 |
|
|
2024
Q2 | $304K | Buy |
2,324
+49
| +2% | +$6.41K | ﹤0.01% | 358 |
|
|
2024
Q1 | $298K | Buy |
+2,275
| New | +$298K | ﹤0.01% | 335 |
|