LB Partners’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-62,850
| Closed | -$10.6M | – | 25 |
|
|
2025
Q1 | $10.6M | Buy |
62,850
+16,500
| +36% | +$2.79M | 7.65% | 5 |
|
|
2024
Q4 | $8.03M | Hold |
46,350
| – | – | 6.02% | 6 |
|
|
2024
Q3 | $6.5M | Buy |
46,350
+10,000
| +28% | +$1.4M | 5.65% | 5 |
|
|
2024
Q2 | $4.75M | Sell |
36,350
-2,500
| -6% | -$327K | 3.96% | 7 |
|
|
2024
Q1 | $5.09M | Buy |
+38,850
| New | +$5.09M | 5.2% | 6 |
|