Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.26M | Buy |
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|
2023
Q2 | $2.71M | Buy |
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|
2023
Q1 | $2.13M | Sell |
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|
2022
Q4 | $4.88M | Buy |
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|
2022
Q3 | $4.74M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $932K | Buy |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $59K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $996K | Hold |
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|
2019
Q3 | $95K | Sell |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $902K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $11K | Sell |
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|
2017
Q2 | $393K | Hold |
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|
2017
Q1 | $433K | Sell |
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|
2016
Q4 | $518K | Buy |
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|
2016
Q3 | $10K | Hold |
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|
2016
Q2 | $9K | Buy |
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