Jacobi Capital Management’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 | $916K | Sell |
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|
2024
Q4 | $963K | Sell |
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|
2024
Q3 | $830K | Sell |
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|
2024
Q2 | $777K | Sell |
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|
2024
Q1 | $781K | Sell |
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|
2023
Q4 | $688K | Buy |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $646K | Sell |
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|
2023
Q1 | $551K | Sell |
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|
2022
Q4 | $551K | Sell |
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|
2022
Q3 | $512K | Sell |
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|
2022
Q2 | $546K | Buy |
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|
2022
Q1 | $593K | Buy |
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|
2021
Q4 | $610K | Sell |
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|
2021
Q3 | $655K | Sell |
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|
2021
Q2 | $638K | Sell |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $499K | Sell |
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|
2020
Q3 | $322K | Sell |
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|
2020
Q2 | $287K | Buy |
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|
2020
Q1 | $151K | Buy |
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|
2019
Q4 | $190K | Buy |
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|
2019
Q3 | $160K | Buy |
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|
2019
Q2 | $152K | Buy |
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|
2019
Q1 | $139K | Buy |
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|
2018
Q4 | $105K | Buy |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $40K | Buy |
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|
2018
Q1 | $22K | Buy |
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|
2017
Q4 | $17K | Buy |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $13K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $4K | Buy |
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