Oakworth Capital’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 | $196K | Hold |
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|
2024
Q4 | $199K | Hold |
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|
2024
Q3 | $161K | Hold |
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|
2024
Q2 | $150K | Hold |
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|
2024
Q1 | $151K | Hold |
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|
2023
Q4 | $129K | Hold |
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|
2023
Q3 | $99.6K | Sell |
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|
2023
Q2 | $152K | Hold |
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|
2023
Q1 | $128K | Hold |
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|
2022
Q4 | $127K | Hold |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $123K | Hold |
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|
2022
Q1 | $143K | Hold |
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|
2021
Q4 | $150K | Hold |
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|
2021
Q3 | $160K | Hold |
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|
2021
Q2 | $154K | Hold |
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|
2021
Q1 | $123K | Sell |
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|
2020
Q4 | $119K | Hold |
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|
2020
Q3 | $76K | Hold |
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|
2020
Q2 | $66K | Hold |
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|
2020
Q1 | $47K | Hold |
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|
2019
Q4 | $108K | Hold |
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|
2019
Q3 | $106K | Hold |
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|
2019
Q2 | $102K | Sell |
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|
2019
Q1 | $114K | Hold |
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|
2018
Q4 | $95K | Hold |
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|
2018
Q3 | $123K | Hold |
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|
2018
Q2 | $113K | Hold |
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|
2018
Q1 | $115K | Sell |
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|
2017
Q4 | $117K | Sell |
|
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|
2017
Q3 | $104K | Hold |
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|
2017
Q2 | $109K | Hold |
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|
2017
Q1 | $121K | Sell |
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|
2016
Q4 | $126K | Buy |
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|
2016
Q3 | $80K | Hold |
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|
2016
Q2 | $81K | Buy |
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|
2016
Q1 | $67K | Hold |
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|
2015
Q4 | $70K | Buy |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $9K | Hold |
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|
2015
Q1 | $9K | Hold |
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|
2014
Q4 | $11K | Buy |
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|
2014
Q3 | $10K | Hold |
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|
2014
Q2 | $10K | Hold |
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|
2014
Q1 | $9K | Hold |
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|
2013
Q4 | $9K | Buy |
|