Lindbrook Capital’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 | $225K | Buy |
1,320
+370
| +39% | +$63.2K | 0.02% | 379 |
|
|
2024
Q4 | $165K | Buy |
950
+10
| +1% | +$1.73K | 0.01% | 425 |
|
|
2024
Q3 | $132K | Sell |
940
-62
| -6% | -$8.7K | 0.01% | 482 |
|
|
2024
Q2 | $131K | Buy |
1,002
+36
| +4% | +$4.71K | 0.01% | 457 |
|
|
2024
Q1 | $127K | Buy |
966
+25
| +3% | +$3.28K | 0.01% | 474 |
|
|
2023
Q4 | $106K | Buy |
941
+493
| +110% | +$55.4K | 0.01% | 508 |
|
|
2023
Q3 | $38.8K | Sell |
448
-101
| -18% | -$8.75K | ﹤0.01% | 776 |
|
|
2023
Q2 | $64.2K | Buy |
549
+41
| +8% | +$4.79K | 0.01% | 621 |
|
|
2023
Q1 | $50.2K | Sell |
508
-15
| -3% | -$1.48K | 0.01% | 691 |
|
|
2022
Q4 | $51.2K | Buy |
523
+4
| +0.8% | +$391 | 0.01% | 685 |
|
|
2022
Q3 | $47K | Buy |
519
+65
| +14% | +$5.89K | 0.01% | 659 |
|
|
2022
Q2 | $43K | Buy |
454
+82
| +22% | +$7.77K | 0.01% | 714 |
|
|
2022
Q1 | $41K | Buy |
372
+79
| +27% | +$8.71K | 0.01% | 733 |
|
|
2021
Q4 | $34K | Sell |
293
-19
| -6% | -$2.21K | 0.01% | 843 |
|
|
2021
Q3 | $38K | Buy |
312
+16
| +5% | +$1.95K | 0.01% | 522 |
|
|
2021
Q2 | $35K | Hold |
296
| – | – | 0.01% | 584 |
|
|
2021
Q1 | $28K | Buy |
296
+56
| +23% | +$5.3K | 0.01% | 613 |
|
|
2020
Q4 | $22K | Buy |
240
+18
| +8% | +$1.65K | 0.01% | 644 |
|
|
2020
Q3 | $13K | Buy |
222
+31
| +16% | +$1.82K | ﹤0.01% | 748 |
|
|
2020
Q2 | $10K | Sell |
191
-560
| -75% | -$29.3K | ﹤0.01% | 825 |
|
|
2020
Q1 | $27K | Sell |
751
-1,489
| -66% | -$53.5K | 0.01% | 458 |
|
|
2019
Q4 | $190K | Buy |
2,240
+57
| +3% | +$4.84K | 0.07% | 152 |
|
|
2019
Q3 | $177K | Buy |
2,183
+34
| +2% | +$2.76K | 0.07% | 150 |
|
|
2019
Q2 | $166K | Buy |
2,149
+16
| +0.8% | +$1.24K | 0.06% | 156 |
|
|
2019
Q1 | $151K | Buy |
2,133
+35
| +2% | +$2.48K | 0.06% | 167 |
|
|
2018
Q4 | $123K | Buy |
+2,098
| New | +$123K | 0.06% | 163 |
|