Leeward Investments’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
Q1 | – | Sell |
-57,673
| Closed | -$9.99M | – | 147 |
|
|
2024
Q4 | $9.99M | Sell |
57,673
-19,512
| -25% | -$3.38M | 0.5% | 90 |
|
|
2024
Q3 | $10.8M | Sell |
77,185
-37,086
| -32% | -$5.2M | 0.5% | 91 |
|
|
2024
Q2 | $14.9M | Sell |
114,271
-5,199
| -4% | -$680K | 0.69% | 57 |
|
|
2024
Q1 | $15.7M | Buy |
119,470
+55,630
| +87% | +$7.29M | 0.69% | 54 |
|
|
2023
Q4 | $7.18M | Buy |
+63,840
| New | +$7.18M | 0.34% | 130 |
|