J.W. Burns & Co’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 |
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2025
Q1 | $1.61M | Hold |
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2024
Q4 | $1.63M | Hold |
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2024
Q3 | $1.32M | Hold |
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2024
Q2 | $1.23M | Hold |
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2024
Q1 | $1.23M | Hold |
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2023
Q4 | $1.06M | Hold |
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2023
Q3 | $816K | Hold |
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2023
Q2 | $1.1M | Hold |
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2023
Q1 | $931K | Hold |
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2022
Q4 | $922K | Hold |
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2022
Q3 | $857K | Buy |
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2022
Q2 | $727K | Hold |
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2022
Q1 | $847K | Hold |
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2021
Q4 | $889K | Hold |
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2021
Q3 | $945K | Hold |
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2021
Q2 | $910K | Hold |
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2021
Q1 | $731K | Hold |
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2020
Q4 | $696K | Hold |
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2020
Q3 | $444K | Hold |
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2020
Q2 | $385K | Hold |
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2020
Q1 | $274K | Hold |
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2019
Q4 | $652K | Hold |
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2019
Q3 | $624K | Hold |
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2019
Q2 | $597K | Hold |
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2019
Q1 | $547K | Hold |
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2018
Q4 | $454K | Hold |
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2018
Q3 | $588K | Hold |
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2018
Q2 | $542K | Hold |
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2018
Q1 | $553K | Hold |
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2017
Q4 | $592K | Hold |
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2017
Q3 | $496K | Hold |
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2017
Q2 | $478K | Hold |
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2017
Q1 | $526K | Hold |
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2016
Q4 | $554K | Hold |
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|||||
2016
Q3 | $435K | Hold |
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2016
Q2 | $412K | Hold |
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2016
Q1 | $392K | Hold |
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2015
Q4 | $412K | Hold |
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2015
Q3 | $400K | Hold |
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2015
Q2 | $443K | Hold |
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2015
Q1 | $433K | Hold |
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2014
Q4 | $504K | Hold |
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2014
Q3 | $495K | Hold |
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2014
Q2 | $477K | Sell |
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2014
Q1 | $494K | Hold |
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2013
Q4 | $475K | Hold |
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2013
Q3 | $429K | Hold |
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2013
Q2 | $405K | Buy |
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