Lee, Danner & Bass’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 |
-1,825
| Closed | -$312K | – | 224 |
|
|
2025
Q1 | $312K | Hold |
1,825
| – | – | 0.03% | 191 |
|
|
2024
Q4 | $316K | Hold |
1,825
| – | – | 0.03% | 197 |
|
|
2024
Q3 | $256K | Hold |
1,825
| – | – | 0.02% | 199 |
|
|
2024
Q2 | $239K | Buy |
+1,825
| New | +$239K | 0.02% | 198 |
|
|
2023
Q4 | $210K | Buy |
+1,871
| New | +$210K | 0.02% | 199 |
|
|
2023
Q3 | – | Sell |
-1,871
| Closed | -$219K | – | 201 |
|
|
2023
Q2 | $219K | Buy |
+1,871
| New | +$219K | 0.02% | 193 |
|
|
2022
Q2 | – | Sell |
-1,825
| Closed | -$201K | – | 198 |
|
|
2022
Q1 | $201K | Hold |
1,825
| – | – | 0.02% | 198 |
|
|
2021
Q4 | $211K | Hold |
1,825
| – | – | 0.02% | 192 |
|
|
2021
Q3 | $224K | Hold |
1,825
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $216K | Buy |
+1,825
| New | +$216K | 0.02% | 193 |
|