TD Private Client Wealth’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 | $3.07M | Sell |
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|
2024
Q4 | $4.79M | Buy |
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|
2024
Q3 | $3.82M | Buy |
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|
2024
Q2 | $2.78M | Sell |
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|
2024
Q1 | $3.09M | Sell |
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|
2023
Q4 | $2.88M | Sell |
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|
2023
Q3 | $2.43M | Buy |
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|
2023
Q2 | $2.77M | Buy |
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|
2023
Q1 | $2.3M | Buy |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $549K | Buy |
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|
2020
Q2 | $79K | Sell |
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|
2020
Q1 | $117K | Sell |
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|
2019
Q4 | $922K | Buy |
|