Lebenthal Global Advisors’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 | $555K | Sell |
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|
2024
Q4 | $996K | Sell |
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|
2024
Q3 | $820K | Buy |
|
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|
2024
Q2 | $756K | Sell |
|
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|
2024
Q1 | $783K | Buy |
|
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|
2023
Q4 | $667K | Buy |
|
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|
2023
Q3 | $481K | Sell |
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|
2023
Q2 | $716K | Sell |
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|
2023
Q1 | $638K | Buy |
|
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|
2022
Q4 | $630K | Buy |
|
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|
2022
Q3 | $553K | Buy |
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|
2022
Q2 | $521K | Buy |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $30K | Buy |
|