Roble Belko & Company’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 |
-129
| Closed | -$22K | – | 428 |
|
|
2025
Q1 | $22K | Hold |
129
| – | – | ﹤0.01% | 217 |
|
|
2024
Q4 | $22K | Hold |
129
| – | – | ﹤0.01% | 211 |
|
|
2024
Q3 | $18K | Hold |
129
| – | – | ﹤0.01% | 208 |
|
|
2024
Q2 | $17K | Hold |
129
| – | – | ﹤0.01% | 216 |
|
|
2024
Q1 | $17K | Hold |
129
| – | – | ﹤0.01% | 224 |
|
|
2023
Q4 | $14K | Hold |
129
| – | – | ﹤0.01% | 220 |
|
|
2023
Q3 | $11K | Hold |
129
| – | – | ﹤0.01% | 209 |
|
|
2023
Q2 | $15K | Hold |
129
| – | – | ﹤0.01% | 197 |
|
|
2023
Q1 | $13K | Hold |
129
| – | – | ﹤0.01% | 216 |
|
|
2022
Q4 | $13K | Hold |
129
| – | – | ﹤0.01% | 236 |
|
|
2022
Q3 | $12K | Hold |
129
| – | – | ﹤0.01% | 230 |
|
|
2022
Q2 | $12K | Hold |
129
| – | – | ﹤0.01% | 237 |
|
|
2022
Q1 | $14K | Hold |
129
| – | – | ﹤0.01% | 264 |
|
|
2021
Q4 | $15K | Hold |
129
| – | – | ﹤0.01% | 238 |
|
|
2021
Q3 | $16K | Hold |
129
| – | – | ﹤0.01% | 223 |
|
|
2021
Q2 | $15K | Hold |
129
| – | – | ﹤0.01% | 240 |
|
|
2021
Q1 | $12K | Hold |
129
| – | – | ﹤0.01% | 242 |
|
|
2020
Q4 | $12K | Hold |
129
| – | – | ﹤0.01% | 231 |
|
|
2020
Q3 | $7K | Hold |
129
| – | – | ﹤0.01% | 252 |
|
|
2020
Q2 | $6K | Sell |
129
-30
| -19% | -$1.32K | ﹤0.01% | 271 |
|
|
2020
Q1 | $6K | Hold |
159
| – | – | ﹤0.01% | 274 |
|
|
2019
Q4 | $13K | Hold |
159
| – | – | ﹤0.01% | 246 |
|
|
2019
Q3 | $13K | Hold |
159
| – | – | ﹤0.01% | 240 |
|
|
2019
Q2 | $12K | Hold |
159
| – | – | ﹤0.01% | 243 |
|
|
2019
Q1 | $11K | Hold |
159
| – | – | ﹤0.01% | 217 |
|
|
2018
Q4 | $9K | Hold |
159
| – | – | ﹤0.01% | 211 |
|
|
2018
Q3 | $12K | Hold |
159
| – | – | ﹤0.01% | 203 |
|
|
2018
Q2 | $11K | Hold |
159
| – | – | ﹤0.01% | 211 |
|
|
2018
Q1 | $11K | Hold |
159
| – | – | ﹤0.01% | 217 |
|
|
2017
Q4 | $12K | Hold |
159
| – | – | ﹤0.01% | 208 |
|
|
2017
Q3 | $10K | Hold |
159
| – | – | ﹤0.01% | 185 |
|
|
2017
Q2 | $10K | Hold |
159
| – | – | ﹤0.01% | 186 |
|
|
2017
Q1 | $11K | Hold |
159
| – | – | 0.01% | 185 |
|
|
2016
Q4 | $11K | Sell |
159
-419
| -72% | -$26.6K | 0.01% | 197 |
|
|
2016
Q3 | $33K | Buy |
+578
| New | +$33.1K | 0.02% | 130 |
|
Other funds holding DFS
DWM
KIM
IA
SS
OLVIG
HNB
Roble Belko & Company's DFS Position: Q2 2025 in Review
Roble Belko & Company sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 129 shares — an estimated $22K sold.
Roble Belko & Company first reported a position in DFS in Q3 2016 and held it in 35 quarters. The position peaked at $33K in Q3 2016. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.
- Roble Belko & Company reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
- Roble Belko & Company sold 129 Discover Financial Services shares in Q2 2025, an estimated $22K.
- Roble Belko & Company first reported a position in Discover Financial Services in Q3 2016 and held it in 35 quarters.
- Roble Belko & Company's Discover Financial Services position peaked at $33K in Q3 2016.
- 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.
Based on Roble Belko & Company's 13F filing for Q2 2025, filed 4 Aug 2025.