MAI Capital Management’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
$546K Sell
2024
Q4
$562K Sell
2024
Q3
$518K Sell
2024
Q2
$825K Sell
2024
Q1
$836K Buy
2023
Q4
$574K Buy
2023
Q3
$324K Buy
2023
Q2
$435K Sell
2023
Q1
$545K Buy
2022
Q4
$457K Sell
2022
Q3
$458K Buy
2022
Q2
Sell
2022
Q1
$248K Buy
2021
Q4
$255K Buy
2021
Q3
$216K Buy
2014
Q2
Sell
2014
Q1
$737K Buy
2013
Q4
$695K Buy