Summit Financial’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,618
| Closed | -$1.64M | – | 815 |
|
|
2025
Q1 | $1.64M | Buy |
9,618
+186
| +2% | +$31.8K | 0.05% | 288 |
|
|
2024
Q4 | $1.63M | Buy |
9,432
+6,530
| +225% | +$1.13M | 0.06% | 245 |
|
|
2024
Q3 | $407K | Buy |
2,902
+18
| +0.6% | +$2.53K | 0.02% | 406 |
|
|
2024
Q2 | $377K | Buy |
2,884
+616
| +27% | +$80.6K | 0.02% | 374 |
|
|
2024
Q1 | $297K | Sell |
2,268
-4,536
| -67% | -$595K | 0.02% | 319 |
|
|
2023
Q4 | $765K | Sell |
6,804
-1,593
| -19% | -$179K | 0.05% | 203 |
|
|
2023
Q3 | $727K | Sell |
8,397
-228
| -3% | -$19.8K | 0.05% | 195 |
|
|
2023
Q2 | $1.01M | Sell |
8,625
-1,064
| -11% | -$124K | 0.07% | 153 |
|
|
2023
Q1 | $958K | Buy |
9,689
+186
| +2% | +$18.4K | 0.08% | 122 |
|
|
2022
Q4 | $930K | Buy |
9,503
+1,861
| +24% | +$182K | 0.09% | 120 |
|
|
2022
Q3 | $695K | Buy |
7,642
+2,542
| +50% | +$231K | 0.07% | 141 |
|
|
2022
Q2 | $482K | Buy |
5,100
+559
| +12% | +$52.9K | 0.05% | 157 |
|
|
2022
Q1 | $500K | Buy |
4,541
+1,541
| +51% | +$170K | 0.04% | 175 |
|
|
2021
Q4 | $347K | Buy |
3,000
+818
| +37% | +$94.5K | 0.03% | 199 |
|
|
2021
Q3 | $268K | Buy |
+2,182
| New | +$268K | 0.02% | 197 |
|