Schechter Investment Advisors’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 | $783K | Sell |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $957K | Buy |
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $701K | Sell |
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|
2023
Q4 | $981K | Buy |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $527K | Buy |
|