Pettee Investors’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
2025
Q1
$345K Sell
2024
Q4
$402K Hold
2024
Q3
$325K Hold
2024
Q2
$303K Sell
2024
Q1
$461K Hold
2023
Q4
$396K Hold
2023
Q3
$305K Hold
2023
Q2
$411K Hold
2023
Q1
$348K Hold
2022
Q4
$344K Hold
2022
Q3
$320K Hold
2022
Q2
$333K Hold
2022
Q1
$388K Hold
2021
Q4
$407K Hold
2021
Q3
$432K Buy
2021
Q2
$408K Hold
2021
Q1
$328K Hold
2020
Q4
$312K Buy
2020
Q1
Sell
2019
Q4
$293K Buy