Welch & Forbes’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 | $350K | Buy |
|
|||||
|
2024
Q4 | $346K | Hold |
|
|||||
|
2024
Q3 | $280K | Sell |
|
|||||
|
2024
Q2 | $301K | Hold |
|
|||||
|
2024
Q1 | $303K | Sell |
|
|||||
|
2023
Q4 | $264K | Hold |
|
|||||
|
2023
Q3 | $203K | Buy |
|
|||||
|
2023
Q2 | $271K | Sell |
|
|||||
|
2023
Q1 | $234K | Hold |
|
|||||
|
2022
Q4 | $232K | Buy |
|
|||||
|
2022
Q3 | $210K | Hold |
|
|||||
|
2022
Q2 | $218K | Hold |
|
|||||
|
2022
Q1 | $255K | Sell |
|
|||||
|
2021
Q4 | $279K | Sell |
|
|||||
|
2021
Q3 | $336K | Hold |
|
|||||
|
2021
Q2 | $323K | Hold |
|
|||||
|
2021
Q1 | $260K | Hold |
|
|||||
|
2020
Q4 | $248K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $259K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $264K | Sell |
|
|||||
|
2014
Q3 | $274K | Hold |
|
|||||
|
2014
Q2 | $264K | Hold |
|
|||||
|
2014
Q1 | $248K | Sell |
|
|||||
|
2013
Q4 | $253K | Buy |
|