Summit Financial’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
$1.64M Buy
2024
Q4
$1.63M Buy
2024
Q3
$407K Buy
2024
Q2
$377K Buy
2024
Q1
$297K Sell
2023
Q4
$765K Sell
2023
Q3
$727K Sell
2023
Q2
$1.01M Sell
2023
Q1
$958K Buy
2022
Q4
$930K Buy
2022
Q3
$695K Buy
2022
Q2
$482K Buy
2022
Q1
$500K Buy
2021
Q4
$347K Buy
2021
Q3
$268K Buy