IEQ Capital’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
2025
Q1
$2.11M Buy
2024
Q4
$1.61M Sell
2024
Q3
$1.6M Buy
2024
Q2
$1.37M Buy
2024
Q1
$933K Buy
2023
Q4
$440K Sell
2023
Q3
$389K Sell
2023
Q2
$525K Sell
2023
Q1
$624K Buy
2022
Q4
$376K Sell
2022
Q3
$452K Buy
2022
Q2
$392K Sell
2022
Q1
$492K Buy
2021
Q4
$453K Sell
2021
Q3
$515K Buy
2021
Q2
$351K Buy