Kovitz Investment Group Partners’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 | $1.47M | Sell |
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|
2024
Q4 | $1.51M | Sell |
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|
2024
Q3 | $586K | Sell |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.5M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $305K | Sell |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $256K | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $226K | Sell |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $238K | Sell |
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|
2018
Q4 | $292K | Sell |
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|
2018
Q3 | $401K | Sell |
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|
2018
Q2 | $391K | Sell |
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|
2018
Q1 | $442K | Sell |
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|
2017
Q4 | $1.02K | Sell |
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|
2017
Q3 | $865K | Sell |
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|
2017
Q2 | $906K | Sell |
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.32M | Sell |
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|
2016
Q3 | $1.05M | Sell |
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|
2016
Q2 | $1M | Buy |
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|
2016
Q1 | $947K | Buy |
|