LRI 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
Q2 | – | Sell |
-1,411
| Closed | -$241K | – | 1277 |
|
|
2025
Q1 | $241K | Hold |
1,411
| – | – | 0.02% | 239 |
|
|
2024
Q4 | $244K | Hold |
1,411
| – | – | 0.02% | 233 |
|
|
2024
Q3 | $245K | Buy |
1,411
+23
| +2% | +$4K | 0.02% | 230 |
|
|
2024
Q2 | $182K | Buy |
1,388
+1,300
| +1,477% | +$170K | 0.02% | 270 |
|
|
2024
Q1 | $11.5K | Buy |
+88
| New | +$11.5K | ﹤0.01% | 477 |
|