Romano Brothers & Co’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 |
-2,346
| Closed | -$400K | – | 311 |
|
|
2025
Q1 | $400K | Hold |
2,346
| – | – | 0.05% | 234 |
|
|
2024
Q4 | $406K | Hold |
2,346
| – | – | 0.05% | 232 |
|
|
2024
Q3 | $329K | Hold |
2,346
| – | – | 0.04% | 254 |
|
|
2024
Q2 | $307K | Hold |
2,346
| – | – | 0.04% | 250 |
|
|
2024
Q1 | $308K | Sell |
2,346
-300
| -11% | -$39.3K | 0.04% | 254 |
|
|
2023
Q4 | $297K | Hold |
2,646
| – | – | 0.04% | 251 |
|
|
2023
Q3 | $229K | Sell |
2,646
-1,700
| -39% | -$147K | 0.04% | 277 |
|
|
2023
Q2 | $508K | Sell |
4,346
-1,050
| -19% | -$123K | 0.08% | 204 |
|
|
2023
Q1 | $533K | Sell |
5,396
-2,025
| -27% | -$200K | 0.08% | 202 |
|
|
2022
Q4 | $726K | Buy |
7,421
+50
| +0.7% | +$4.89K | 0.11% | 165 |
|
|
2022
Q3 | $670K | Buy |
+7,371
| New | +$670K | 0.11% | 168 |
|