Kozak & Associates’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 | $418K | Hold |
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|
2024
Q4 | $462K | Hold |
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|
2024
Q3 | $387K | Buy |
|
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|
2024
Q2 | $346K | Sell |
|
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|
2024
Q1 | $683K | Buy |
|
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|
2023
Q4 | $596K | Hold |
|
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|
2023
Q3 | $482K | Hold |
|
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $535K | Buy |
|
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|
2022
Q4 | $527K | Buy |
|
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|
2022
Q3 | $488K | Buy |
|
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $557K | Hold |
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|
2021
Q4 | $557K | Buy |
|
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|
2021
Q3 | $624K | Buy |
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|
2020
Q4 | $486K | Buy |
|