Sanibel Captiva Trust Company’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 |
-15,376
| Closed | -$2.62M | – | 394 |
|
|
2025
Q1 | $2.62M | Sell |
15,376
-450
| -3% | -$76.8K | 0.09% | 151 |
|
|
2024
Q4 | $2.74M | Sell |
15,826
-1,615
| -9% | -$280K | 0.09% | 143 |
|
|
2024
Q3 | $2.45M | Sell |
17,441
-190
| -1% | -$26.7K | 0.08% | 155 |
|
|
2024
Q2 | $2.31M | Sell |
17,631
-1,038
| -6% | -$136K | 0.08% | 154 |
|
|
2024
Q1 | $2.45M | Sell |
18,669
-3,955
| -17% | -$518K | 0.08% | 140 |
|
|
2023
Q4 | $2.54M | Buy |
+22,624
| New | +$2.54M | 0.09% | 135 |
|