Riverview Trust Company’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 |
-257
| Closed | -$43.9K | – | 305 |
|
|
2025
Q1 | $43.9K | Sell |
257
-5
| -2% | -$854 | 0.04% | 239 |
|
|
2024
Q4 | $45.4K | Hold |
262
| – | – | 0.04% | 238 |
|
|
2024
Q3 | $36.8K | Buy |
262
+5
| +2% | +$701 | 0.03% | 289 |
|
|
2024
Q2 | $33.6K | Hold |
257
| – | – | 0.03% | 287 |
|
|
2024
Q1 | $33.7K | Buy |
+257
| New | +$33.7K | 0.03% | 309 |
|
|
2023
Q3 | – | Sell |
-131
| Closed | -$15.3K | – | 685 |
|
|
2023
Q2 | $15.3K | Hold |
131
| – | – | 0.01% | 509 |
|
|
2023
Q1 | $12.9K | Hold |
131
| – | – | 0.01% | 604 |
|
|
2022
Q4 | $13K | Buy |
+131
| New | +$13K | 0.01% | 559 |
|
|
2022
Q3 | – | Sell |
-123
| Closed | -$12K | – | 760 |
|
|
2022
Q2 | $12K | Sell |
123
-33
| -21% | -$3.22K | 0.01% | 624 |
|
|
2022
Q1 | $17K | Buy |
+156
| New | +$17K | 0.01% | 556 |
|