Johnson Investment Counsel’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 | $544K | Sell |
|
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|
2024
Q4 | $563K | Buy |
|
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|
2024
Q3 | $415K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $433K | Buy |
|
|||||
|
2023
Q3 | $312K | Sell |
|
|||||
|
2023
Q2 | $438K | Sell |
|
|||||
|
2023
Q1 | $463K | Sell |
|
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|
2022
Q4 | $463K | Hold |
|
|||||
|
2022
Q3 | $430K | Buy |
|
|||||
|
2022
Q2 | $437K | Buy |
|
|||||
|
2022
Q1 | $493K | Buy |
|
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|
2021
Q4 | $476K | Buy |
|
|||||
|
2021
Q3 | $379K | Sell |
|
|||||
|
2021
Q2 | $375K | Buy |
|
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|
2021
Q1 | $292K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $249K | Buy |
|