Phoenix Financial’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
Q1 | – | Sell |
-18,896
| Closed | -$3.27M | – | 379 |
|
|
2024
Q4 | $3.27M | Buy |
+18,896
| New | +$3.27M | 0.04% | 165 |
|
|
2022
Q1 | – | Sell |
-15,124
| Closed | -$1.75M | – | 407 |
|
|
2021
Q4 | $1.75M | Sell |
15,124
-4,407
| -23% | -$511K | 0.03% | 207 |
|
|
2021
Q3 | $2.48M | Sell |
19,531
-3,304
| -14% | -$419K | 0.04% | 181 |
|
|
2021
Q2 | $2.67M | Buy |
22,835
+2,160
| +10% | +$252K | 0.05% | 186 |
|
|
2021
Q1 | $1.97M | Buy |
+20,675
| New | +$1.97M | 0.04% | 232 |
|