Manchester Capital Management’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 |
-92
| Closed | -$15.7K | – | 1209 |
|
|
2025
Q1 | $15.7K | Buy |
92
+11
| +14% | +$1.88K | ﹤0.01% | 756 |
|
|
2024
Q4 | $14K | Hold |
81
| – | – | ﹤0.01% | 764 |
|
|
2024
Q3 | $11.4K | Hold |
81
| – | – | ﹤0.01% | 772 |
|
|
2024
Q2 | $10.6K | Buy |
81
+21
| +35% | +$2.75K | ﹤0.01% | 752 |
|
|
2024
Q1 | $7.87K | Buy |
60
+9
| +18% | +$1.18K | ﹤0.01% | 667 |
|
|
2023
Q4 | $5.73K | Buy |
+51
| New | +$5.73K | ﹤0.01% | 678 |
|
|
2023
Q3 | – | Sell |
-18
| Closed | -$2.1K | – | 1014 |
|
|
2023
Q2 | $2.1K | Sell |
18
-29
| -62% | -$3.39K | ﹤0.01% | 734 |
|
|
2023
Q1 | $4.65K | Hold |
47
| – | – | ﹤0.01% | 630 |
|
|
2022
Q4 | $4.6K | Buy |
+47
| New | +$4.6K | ﹤0.01% | 536 |
|
|
2021
Q4 | – | Sell |
-10
| Closed | -$1K | – | 1029 |
|
|
2021
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 943 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$54K | – | 614 |
|
|
2015
Q4 | $54K | Hold |
1,000
| – | – | 0.01% | 426 |
|
|
2015
Q3 | $52K | Hold |
1,000
| – | – | 0.01% | 412 |
|
|
2015
Q2 | $58K | Hold |
1,000
| – | – | 0.01% | 369 |
|
|
2015
Q1 | $56K | Sell |
1,000
-560
| -36% | -$31.4K | 0.01% | 355 |
|
|
2014
Q4 | $102K | Hold |
1,560
| – | – | 0.01% | 540 |
|
|
2014
Q3 | $100K | Sell |
1,560
-100
| -6% | -$6.41K | 0.01% | 566 |
|
|
2014
Q2 | $103K | Buy |
1,660
+100
| +6% | +$6.21K | 0.01% | 550 |
|
|
2014
Q1 | $91K | Hold |
1,560
| – | – | 0.01% | 542 |
|
|
2013
Q4 | $87K | Sell |
1,560
-2,100
| -57% | -$117K | 0.01% | 500 |
|
|
2013
Q3 | $185K | Hold |
3,660
| – | – | 0.03% | 342 |
|
|
2013
Q2 | $174K | Buy |
+3,660
| New | +$174K | 0.03% | 337 |
|