J.W. Coons Advisors’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 | $331K | Buy |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $224K | Hold |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $239K | Sell |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $389K | Buy |
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|
2020
Q2 | $232K | Buy |
|