Peachtree Investment Partners’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,520
| Closed | -$430K | – | 127 |
|
|
2025
Q1 | $430K | Hold |
2,520
| – | – | 0.17% | 55 |
|
|
2024
Q4 | $436K | Hold |
2,520
| – | – | 0.16% | 50 |
|
|
2024
Q3 | $353K | Hold |
2,520
| – | – | 0.13% | 60 |
|
|
2024
Q2 | $330K | Hold |
2,520
| – | – | 0.13% | 57 |
|
|
2024
Q1 | $330K | Hold |
2,520
| – | – | 0.13% | 58 |
|
|
2023
Q4 | $283K | Hold |
2,520
| – | – | 0.12% | 71 |
|
|
2023
Q3 | $218K | Buy |
2,520
+20
| +0.8% | +$1.73K | 0.11% | 77 |
|
|
2023
Q2 | $292K | Hold |
2,500
| – | – | 0.13% | 71 |
|
|
2023
Q1 | $247K | Hold |
2,500
| – | – | 0.15% | 64 |
|
|
2022
Q4 | $245K | Hold |
2,500
| – | – | 0.15% | 72 |
|
|
2022
Q3 | $227K | Hold |
2,500
| – | – | 0.15% | 64 |
|
|
2022
Q2 | $236K | Hold |
2,500
| – | – | 0.15% | 72 |
|
|
2022
Q1 | $275K | Hold |
2,500
| – | – | 0.13% | 79 |
|
|
2021
Q4 | $289K | Hold |
2,500
| – | – | 0.12% | 71 |
|
|
2021
Q3 | $307K | Hold |
2,500
| – | – | 0.15% | 62 |
|
|
2021
Q2 | $296K | Hold |
2,500
| – | – | 0.14% | 64 |
|
|
2021
Q1 | $237K | Hold |
2,500
| – | – | 0.14% | 67 |
|
|
2020
Q4 | $226K | Buy |
+2,500
| New | +$226K | 0.13% | 68 |
|
|
2020
Q1 | – | Sell |
-2,554
| Closed | -$217K | – | 69 |
|
|
2019
Q4 | $217K | Hold |
2,554
| – | – | 0.15% | 61 |
|
|
2019
Q3 | $207K | Buy |
+2,554
| New | +$207K | 0.16% | 63 |
|