Trust Asset Management’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
$497K Sell
2024
Q4
$542K Hold
2024
Q3
$439K Hold
2024
Q2
$409K Hold
2024
Q1
$410K Hold
2023
Q4
$352K Hold
2023
Q3
$271K Hold
2023
Q2
$366K Hold
2023
Q1
$309K Sell
2022
Q4
$314K Hold
2022
Q3
$292K Buy
2022
Q2
$287K Buy
2022
Q1
$331K Buy
2021
Q4
$345K Hold
2021
Q3
$367K Buy
2021
Q2
$330K Buy
2021
Q1
$234K Buy
2018
Q3
Sell
2018
Q2
$13K Buy