NIM
DFS
NEOS Investment Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,848
| Closed | -$3.05M | – | 619 |
|
|
2025
Q1 | $3.05M | Buy |
17,848
+2,487
| +16% | +$425K | 0.06% | 269 |
|
|
2024
Q4 | $2.66M | Buy |
15,361
+3,630
| +31% | +$629K | 0.06% | 252 |
|
|
2024
Q3 | $1.65M | Buy |
11,731
+2,436
| +26% | +$342K | 0.05% | 298 |
|
|
2024
Q2 | $1.22M | Buy |
9,295
+2,988
| +47% | +$391K | 0.05% | 297 |
|
|
2024
Q1 | $827K | Buy |
6,307
+2,757
| +78% | +$361K | 0.05% | 299 |
|
|
2023
Q4 | $399K | Buy |
3,550
+571
| +19% | +$64.2K | 0.04% | 323 |
|
|
2023
Q3 | $258K | Buy |
+2,979
| New | +$258K | 0.03% | 302 |
|