SJS Investment Consulting’s Discover Financial Services DFS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-76
| Closed | -$13K | – | 1576 |
|
2025
Q1 | $13K | Buy |
76
+4
| +6% | +$683 | ﹤0.01% | 336 |
|
2024
Q4 | $12.5K | Buy |
72
+3
| +4% | +$520 | ﹤0.01% | 330 |
|
2024
Q3 | $9.68K | Sell |
69
-1
| -1% | -$140 | ﹤0.01% | 372 |
|
2024
Q2 | $9.16K | Hold |
70
| – | – | ﹤0.01% | 345 |
|
2024
Q1 | $9.18K | Buy |
70
+8
| +13% | +$1.05K | ﹤0.01% | 363 |
|
2023
Q4 | $6.97K | Sell |
62
-15
| -19% | -$1.69K | ﹤0.01% | 338 |
|
2023
Q3 | $6.67K | Sell |
77
-2
| -3% | -$173 | ﹤0.01% | 333 |
|
2023
Q2 | $9.23K | Sell |
79
-15
| -16% | -$1.75K | ﹤0.01% | 278 |
|
2023
Q1 | $9.29K | Buy |
94
+1
| +1% | +$99 | ﹤0.01% | 301 |
|
2022
Q4 | $9.1K | Buy |
93
+28
| +43% | +$2.74K | ﹤0.01% | 293 |
|
2022
Q3 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 317 |
|
2022
Q1 | $6K | Buy |
49
+5
| +11% | +$612 | ﹤0.01% | 429 |
|
2021
Q4 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 426 |
|