Roberts, Glore & Co’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 |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $268K | Hold |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $393K | Hold |
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|
2021
Q1 | $316K | Sell |
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|
2020
Q4 | $314K | Hold |
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|
2020
Q3 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Sell |
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|
2019
Q3 | $237K | Buy |
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|
2019
Q2 | $226K | Hold |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Hold |
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|
2018
Q2 | $205K | Hold |
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|
2018
Q1 | $209K | Hold |
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|
2017
Q4 | $224K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $210K | Buy |
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