Sequoia Financial 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
Q2 | – | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $869K | Buy |
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|
2024
Q2 | $776K | Buy |
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|
2024
Q1 | $671K | Sell |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $527K | Sell |
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|
2023
Q2 | $743K | Buy |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $205K | Buy |
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