Loring Wolcott & Coolidge Fiduciary 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 |
|
|||||
|
2025
Q1 | $3.31M | Sell |
|
|||||
|
2024
Q4 | $4.32M | Hold |
|
|||||
|
2024
Q3 | $3.09M | Hold |
|
|||||
|
2024
Q2 | $3.06M | Hold |
|
|||||
|
2024
Q1 | $2.73M | Sell |
|
|||||
|
2023
Q4 | $2.37M | Hold |
|
|||||
|
2023
Q3 | $1.92M | Sell |
|
|||||
|
2023
Q2 | $2.8M | Buy |
|
|||||
|
2023
Q1 | $2.37M | Hold |
|
|||||
|
2022
Q4 | $2.34M | Hold |
|
|||||
|
2022
Q3 | $2.18M | Hold |
|
|||||
|
2022
Q2 | $2.27M | Hold |
|
|||||
|
2022
Q1 | $2.64M | Hold |
|
|||||
|
2021
Q4 | $2.77M | Hold |
|
|||||
|
2021
Q3 | $2.94M | Sell |
|
|||||
|
2021
Q2 | $2.84M | Sell |
|
|||||
|
2021
Q1 | $2.37M | Buy |
|
|||||
|
2020
Q4 | $2.24M | Buy |
|
|||||
|
2020
Q3 | $1.38M | Buy |
|
|||||
|
2020
Q2 | $665K | Hold |
|
|||||
|
2020
Q1 | $474K | Sell |
|
|||||
|
2019
Q4 | $1.18M | Buy |
|
|||||
|
2019
Q3 | $1.08M | Buy |
|
|||||
|
2019
Q2 | $961K | Hold |
|
|||||
|
2019
Q1 | $881K | Buy |
|
|||||
|
2018
Q4 | $708K | Hold |
|
|||||
|
2018
Q3 | $918K | Hold |
|
|||||
|
2018
Q2 | $846K | Sell |
|
|||||
|
2018
Q1 | $877K | Hold |
|
|||||
|
2017
Q4 | $938K | Buy |
|
|||||
|
2017
Q3 | $774K | Buy |
|
|||||
|
2017
Q2 | $731K | Sell |
|
|||||
|
2017
Q1 | $849K | Hold |
|
|||||
|
2016
Q4 | $895K | Hold |
|
|||||
|
2016
Q3 | $702K | Sell |
|
|||||
|
2016
Q2 | $667K | Hold |
|
|||||
|
2016
Q1 | $634K | Hold |
|
|||||
|
2015
Q4 | $668K | Buy |
|
|||||
|
2015
Q3 | $611K | Hold |
|
|||||
|
2015
Q2 | $611K | Hold |
|
|||||
|
2015
Q1 | $598K | Hold |
|
|||||
|
2014
Q4 | $695K | Hold |
|
|||||
|
2014
Q3 | $683K | Hold |
|
|||||
|
2014
Q2 | $657K | Hold |
|
|||||
|
2014
Q1 | $617K | Hold |
|
|||||
|
2013
Q4 | $593K | Hold |
|
|||||
|
2013
Q3 | $536K | Sell |
|
|||||
|
2013
Q2 | $513K | Buy |
|