Valeo Financial Advisors’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 | $446K | Buy |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $43K | Buy |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q3 | $22K | Sell |
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|
2020
Q2 | $35K | Sell |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $122K | Hold |
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|
2019
Q3 | $117K | Sell |
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|
2019
Q2 | $127K | Hold |
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|
2019
Q1 | $117K | Buy |
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|
2018
Q4 | $96K | Sell |
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|
2018
Q3 | $115K | Buy |
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|
2018
Q2 | $108K | Hold |
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|
2018
Q1 | $105K | Buy |
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|
2017
Q4 | $112K | Buy |
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|
2017
Q3 | $85K | Buy |
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