Sandy Spring Bank’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
Q1
$236K Hold
1,382
0.01% 345
2024
Q4
$239K Sell
1,382
-156
-10% -$25.6K 0.01% 352
2024
Q3
$216K Hold
1,538
0.01% 370
2024
Q2
$201K Hold
1,538
0.01% 365
2024
Q1
$202K Sell
1,538
-26
-2% -$2.98K 0.01% 367
2023
Q4
$176K Hold
1,564
0.01% 373
2023
Q3
$135K Buy
1,564
+1,291
+473% +$128K 0.01% 393
2023
Q2
$31.9K Hold
273
﹤0.01% 631
2023
Q1
$27K Hold
273
﹤0.01% 650
2022
Q4
$26.7K Buy
273
+156
+133% +$15.7K ﹤0.01% 645
2022
Q3
$10K Hold
117
﹤0.01% 798
2022
Q2
$11K Sell
117
-95
-45% -$10.2K ﹤0.01% 809
2022
Q1
$24K Sell
212
-69
-25% -$8.11K ﹤0.01% 674
2021
Q4
$32K Buy
281
+39
+16% +$4.61K ﹤0.01% 664
2021
Q3
$29K Sell
242
-113
-32% -$14.2K ﹤0.01% 678
2021
Q2
$42K Buy
355
+241
+211% +$27.2K ﹤0.01% 608
2021
Q1
$11K Buy
+114
New +$10.8K ﹤0.01% 771
2020
Q4
Sell
-82
Closed -$5K 990
2020
Q3
$5K Hold
82
﹤0.01% 749
2020
Q2
$4K Sell
82
-300
-79% -$13.2K ﹤0.01% 779
2020
Q1
$14K Buy
382
+82
+27% +$5.43K ﹤0.01% 623
2019
Q4
$25K Hold
300
﹤0.01% 574
2019
Q3
$24K Hold
300
﹤0.01% 587
2019
Q2
$23K Sell
300
-401
-57% -$31.1K ﹤0.01% 582
2019
Q1
$50K Hold
701
﹤0.01% 446
2018
Q4
$42K Sell
701
-572
-45% -$39.5K ﹤0.01% 468
2018
Q3
$97K Sell
1,273
-416
-25% -$31.3K 0.01% 378
2018
Q2
$119K Buy
1,689
+1,089
+182% +$79.9K 0.01% 355
2018
Q1
$44K Sell
600
-100
-14% -$7.72K ﹤0.01% 487
2017
Q4
$54K Sell
700
-216
-24% -$14.9K ﹤0.01% 440
2017
Q3
$59K Sell
916
-250
-21% -$15.2K 0.01% 423
2017
Q2
$72K Hold
1,166
0.01% 407
2017
Q1
$79K Hold
1,166
0.01% 382
2016
Q4
$84K Sell
1,166
-150
-11% -$9.54K 0.01% 369
2016
Q3
$74K Buy
1,316
+975
+286% +$55.9K 0.01% 389
2016
Q2
$18K Hold
341
﹤0.01% 568
2016
Q1
$17K Sell
341
-2,075
-86% -$100K ﹤0.01% 588
2015
Q4
$129K Hold
2,416
0.02% 316
2015
Q3
$125K Sell
2,416
-200
-8% -$11K 0.02% 319
2015
Q2
$151K Buy
2,616
+1,741
+199% +$102K 0.02% 316
2015
Q1
$49K Sell
875
-340
-28% -$20.1K 0.01% 457
2014
Q4
$80K Sell
1,215
-47
-4% -$3.02K 0.01% 350
2014
Q3
$81K Buy
1,262
+340
+37% +$21.3K 0.01% 354
2014
Q2
$57K Hold
922
0.01% 403
2014
Q1
$54K Buy
+922
New +$51.6K 0.01% 361

Other funds holding DFS

Sandy Spring Bank's DFS Position: Q1 2025 in Review

Sandy Spring Bank held its Discover Financial Services (DFS) position steady in Q1 2025 at 1,382 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #345.

Sandy Spring Bank first reported a position in DFS in Q1 2014 and has held it in 44 quarters since. The position peaked at $239K in Q4 2024. 1,177 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

  • Sandy Spring Bank held 1,382 shares of Discover Financial Services worth $236K as of Q1 2025.
  • Sandy Spring Bank left its Discover Financial Services share count unchanged in Q1 2025.
  • Discover Financial Services made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #345 holding.
  • Sandy Spring Bank first reported a position in Discover Financial Services in Q1 2014 and has held it in 44 quarters since.
  • Sandy Spring Bank's Discover Financial Services position peaked at $239K in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.