Rowlandmiller & Partners’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 |
-9,381
| Closed | -$1.6M | – | 189 |
|
|
2025
Q1 | $1.6M | Sell |
9,381
-245
| -3% | -$41.8K | 0.34% | 63 |
|
|
2024
Q4 | $1.67M | Sell |
9,626
-200
| -2% | -$34.6K | 0.35% | 63 |
|
|
2024
Q3 | $1.38M | Hold |
9,826
| – | – | 0.28% | 70 |
|
|
2024
Q2 | $1.29M | Sell |
9,826
-770
| -7% | -$101K | 0.28% | 68 |
|
|
2024
Q1 | $1.39M | Buy |
10,596
+370
| +4% | +$48.5K | 0.29% | 68 |
|
|
2023
Q4 | $1.15M | Sell |
10,226
-245
| -2% | -$27.5K | 0.26% | 70 |
|
|
2023
Q3 | $907K | Sell |
10,471
-2
| -0% | -$173 | 0.22% | 76 |
|
|
2023
Q2 | $1.22M | Sell |
10,473
-200
| -2% | -$23.4K | 0.29% | 67 |
|
|
2023
Q1 | $1.05M | Buy |
10,673
+570
| +6% | +$56.3K | 0.26% | 70 |
|
|
2022
Q4 | $980K | Buy |
10,103
+1,000
| +11% | +$97K | 0.24% | 70 |
|
|
2022
Q3 | $828K | Buy |
9,103
+2
| +0% | +$182 | 0.22% | 70 |
|
|
2022
Q2 | $861K | Buy |
9,101
+302
| +3% | +$28.6K | 0.22% | 69 |
|
|
2022
Q1 | $970K | Sell |
8,799
-125
| -1% | -$13.8K | 0.23% | 69 |
|
|
2021
Q4 | $1.03M | Buy |
+8,924
| New | +$1.03M | 0.23% | 71 |
|
|
2021
Q3 | – | Sell |
-7,909
| Closed | -$936K | – | 156 |
|
|
2021
Q2 | $936K | Buy |
+7,909
| New | +$936K | 0.23% | 71 |
|