Principal Securities’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 |
-10,349
| Closed | -$1.79M | – | 3738 |
|
|
2025
Q1 | $1.79M | Hold |
10,349
| – | – | 0.04% | 396 |
|
|
2024
Q4 | $1.79M | Sell |
10,349
-3,894
| -27% | -$675K | 0.04% | 394 |
|
|
2024
Q3 | $2M | Buy |
14,243
+4,947
| +53% | +$694K | 0.05% | 349 |
|
|
2024
Q2 | $1.22M | Buy |
9,296
+186
| +2% | +$24.3K | 0.03% | 432 |
|
|
2024
Q1 | $1.19M | Sell |
9,110
-437
| -5% | -$57.3K | 0.04% | 409 |
|
|
2023
Q4 | $1.07M | Buy |
+9,547
| New | +$1.07M | 0.04% | 392 |
|