Montag & Associates’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 |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $326K | Hold |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $477K | Hold |
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|
2021
Q3 | $507K | Hold |
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|
2021
Q2 | $488K | Hold |
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|
2021
Q1 | $392K | Sell |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $206K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $426K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $339K | Sell |
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|
2016
Q2 | $703K | Hold |
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|
2016
Q1 | $668K | Buy |
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|
2015
Q4 | $697K | Hold |
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|
2015
Q3 | $676K | Hold |
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|
2015
Q2 | $749K | Hold |
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|
2015
Q1 | $732K | Hold |
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|
2014
Q4 | $851K | Hold |
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|
2014
Q3 | $837K | Sell |
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|
2014
Q2 | $832K | Sell |
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|
2014
Q1 | $784K | Hold |
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|
2013
Q4 | $754K | Hold |
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|
2013
Q3 | $681K | Sell |
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|
2013
Q2 | $645K | Buy |
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