Rothschild Investment LLC’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 | $499K | Buy |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $393K | Sell |
|
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|
2024
Q2 | $369K | Buy |
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|
2024
Q1 | $370K | Buy |
|
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $648K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $221K | Buy |
|
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $249K | Hold |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $263K | Sell |
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|
2021
Q1 | $464K | Sell |
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|
2020
Q4 | $10.7M | Sell |
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|
2020
Q3 | $6.92M | Buy |
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|
2020
Q2 | $5.67M | Buy |
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|
2020
Q1 | $3.84M | Buy |
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|
2019
Q4 | $7.24M | Sell |
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|
2019
Q3 | $6.98M | Sell |
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|
2019
Q2 | $7.79M | Sell |
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|
2019
Q1 | $7.3M | Buy |
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|
2018
Q4 | $5.99M | Sell |
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|
2018
Q3 | $7.8M | Sell |
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|
2018
Q2 | $7.52M | Buy |
|
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|
2018
Q1 | $7.36M | Sell |
|
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|
2017
Q4 | $8.21M | Sell |
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|
2017
Q3 | $6.99M | Buy |
|
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|
2017
Q2 | $6.72M | Buy |
|
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|
2017
Q1 | $6.38M | Buy |
|
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|
2016
Q4 | $6.7M | Sell |
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|
2016
Q3 | $6.19M | Sell |
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|
2016
Q2 | $5.94M | Hold |
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|
2016
Q1 | $5.65M | Buy |
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|
2015
Q4 | $5.83M | Buy |
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|
2015
Q3 | $5.17M | Sell |
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|
2015
Q2 | $5.9M | Buy |
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|
2015
Q1 | $5.67M | Sell |
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|
2014
Q4 | $8.33M | Sell |
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|
2014
Q3 | $8.21M | Buy |
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|
2014
Q2 | $7.35M | Buy |
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|
2014
Q1 | $6.5M | Sell |
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|
2013
Q4 | $7.86M | Sell |
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|
2013
Q3 | $7.23M | Sell |
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|
2013
Q2 | $6.98M | Buy |
|