Simon Quick 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 |
|
|||||
|
2025
Q1 | $1.33M | Buy |
|
|||||
|
2024
Q4 | $1.28M | Buy |
|
|||||
|
2024
Q3 | $1M | Buy |
|
|||||
|
2024
Q2 | $906K | Buy |
|
|||||
|
2024
Q1 | $864K | Buy |
|
|||||
|
2023
Q4 | $719K | Buy |
|
|||||
|
2023
Q3 | $545K | Sell |
|
|||||
|
2023
Q2 | $743K | Buy |
|
|||||
|
2023
Q1 | $618K | Buy |
|
|||||
|
2022
Q4 | $607K | Sell |
|
|||||
|
2022
Q3 | $570K | Buy |
|
|||||
|
2022
Q2 | $627K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $9K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $30K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $42K | Sell |
|
|||||
|
2018
Q1 | $192K | Sell |
|
|||||
|
2017
Q4 | $266K | Buy |
|
|||||
|
2017
Q3 | $172K | Hold |
|
|||||
|
2017
Q2 | $166K | Hold |
|
|||||
|
2017
Q1 | $182K | Hold |
|
|||||
|
2016
Q4 | $192K | Buy |
|