Hoese & Co’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 |
-201
| Closed | -$34.3K | – | 156 |
|
|
2025
Q1 | $34.3K | Hold |
201
| – | – | 0.03% | 87 |
|
|
2024
Q4 | $34.8K | Hold |
201
| – | – | 0.03% | 87 |
|
|
2024
Q3 | $28.2K | Hold |
201
| – | – | 0.02% | 88 |
|
|
2024
Q2 | $24.7K | Hold |
201
| – | – | 0.02% | 82 |
|
|
2024
Q1 | $24.3K | Hold |
201
| – | – | 0.02% | 86 |
|
|
2023
Q4 | $18.7K | Hold |
201
| – | – | 0.02% | 96 |
|
|
2023
Q3 | $17.4K | Hold |
201
| – | – | 0.02% | 99 |
|
|
2023
Q2 | $23.5K | Hold |
201
| – | – | 0.02% | 97 |
|
|
2023
Q1 | $22.5K | Hold |
201
| – | – | 0.03% | 96 |
|
|
2022
Q4 | $22K | Hold |
201
| – | – | 0.02% | 102 |
|
|
2022
Q3 | $18K | Hold |
201
| – | – | 0.02% | 107 |
|
|
2022
Q2 | $19K | Hold |
201
| – | – | 0.02% | 107 |
|
|
2022
Q1 | $22K | Hold |
201
| – | – | 0.02% | 111 |
|
|
2021
Q4 | $23K | Hold |
201
| – | – | 0.02% | 111 |
|
|
2021
Q3 | $25K | Hold |
201
| – | – | 0.03% | 105 |
|
|
2021
Q2 | $24K | Buy |
+201
| New | +$24K | 0.03% | 111 |
|