Lynch & Associates’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 |
-21,197
| Closed | -$3.62M | – | 125 |
|
|
2025
Q1 | $3.62M | Sell |
21,197
-190
| -0.9% | -$32.4K | 0.78% | 43 |
|
|
2024
Q4 | $3.7M | Sell |
21,387
-7,570
| -26% | -$1.31M | 0.8% | 41 |
|
|
2024
Q3 | $4.06M | Sell |
28,957
-61
| -0.2% | -$8.56K | 0.86% | 37 |
|
|
2024
Q2 | $3.8M | Buy |
29,018
+208
| +0.7% | +$27.2K | 0.86% | 37 |
|
|
2024
Q1 | $3.78M | Sell |
28,810
-2,414
| -8% | -$316K | 0.87% | 37 |
|
|
2023
Q4 | $3.51M | Sell |
31,224
-2,173
| -7% | -$244K | 0.85% | 40 |
|
|
2023
Q3 | $2.89M | Sell |
33,397
-5,251
| -14% | -$455K | 0.76% | 40 |
|
|
2023
Q2 | $4.52M | Buy |
38,648
+947
| +3% | +$111K | 1.16% | 30 |
|
|
2023
Q1 | $3.73M | Buy |
37,701
+640
| +2% | +$63.3K | 0.98% | 37 |
|
|
2022
Q4 | $3.63M | Buy |
37,061
+666
| +2% | +$65.2K | 0.95% | 37 |
|
|
2022
Q3 | $3.31M | Buy |
36,395
+1,478
| +4% | +$134K | 0.97% | 37 |
|
|
2022
Q2 | $3.3M | Buy |
34,917
+701
| +2% | +$66.3K | 0.9% | 39 |
|
|
2022
Q1 | $3.77M | Sell |
34,216
-128
| -0.4% | -$14.1K | 0.91% | 39 |
|
|
2021
Q4 | $3.97M | Buy |
34,344
+1,419
| +4% | +$164K | 0.94% | 40 |
|
|
2021
Q3 | $4.05M | Buy |
32,925
+1,130
| +4% | +$139K | 1.05% | 38 |
|
|
2021
Q2 | $3.76M | Buy |
31,795
+3,491
| +12% | +$413K | 0.97% | 38 |
|
|
2021
Q1 | $2.69M | Buy |
28,304
+2,046
| +8% | +$194K | 0.73% | 43 |
|
|
2020
Q4 | $2.38M | Sell |
26,258
-343
| -1% | -$31.1K | 0.65% | 44 |
|
|
2020
Q3 | $1.54M | Buy |
26,601
+7,052
| +36% | +$407K | 0.46% | 49 |
|
|
2020
Q2 | $979K | Buy |
+19,549
| New | +$979K | 0.32% | 59 |
|