Patriot Financial Group Insurance Agency’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 | $200K | Sell |
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|
2024
Q4 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $84K | Sell |
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|
2022
Q1 | $151K | Sell |
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|
2021
Q4 | $344K | Buy |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | $160K | Buy |
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|
2021
Q1 | $29K | Buy |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $14K | Buy |
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|
2019
Q3 | $6K | Sell |
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|
2019
Q2 | $7K | Sell |
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|
2019
Q1 | $12K | Sell |
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|
2018
Q4 | $11K | Sell |
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|
2018
Q3 | $16K | Buy |
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