Whittier Trust’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 | $521K | Sell |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $268K | Hold |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | $157K | Buy |
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|
2023
Q2 | $206K | Hold |
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|
2023
Q1 | $174K | Hold |
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|
2022
Q4 | $173K | Sell |
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|
2022
Q3 | $185K | Buy |
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|
2022
Q2 | $188K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $179K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $107K | Sell |
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|
2020
Q2 | $108K | Sell |
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|
2020
Q1 | $153K | Sell |
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|
2019
Q4 | $533K | Sell |
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|
2019
Q3 | $515K | Buy |
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|
2019
Q2 | $160K | Hold |
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|
2019
Q1 | $147K | Sell |
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|
2018
Q4 | $140K | Buy |
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|
2018
Q3 | $157K | Hold |
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|
2018
Q2 | $145K | Hold |
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|
2018
Q1 | $148K | Sell |
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|
2017
Q4 | $198K | Sell |
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|
2017
Q3 | $167K | Hold |
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|
2017
Q2 | $160K | Sell |
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|
2017
Q1 | $193K | Buy |
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|
2016
Q4 | $153K | Buy |
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|
2016
Q3 | $107K | Hold |
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|
2016
Q2 | $102K | Hold |
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|
2016
Q1 | $96K | Sell |
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|
2015
Q4 | $151K | Hold |
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|
2015
Q3 | $146K | Buy |
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|
2015
Q2 | $156K | Buy |
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|
2015
Q1 | $130K | Hold |
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|
2014
Q4 | $151K | Hold |
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|
2014
Q3 | $148K | Hold |
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|
2014
Q2 | $143K | Buy |
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|
2014
Q1 | $132K | Hold |
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|
2013
Q4 | $126K | Sell |
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|
2013
Q3 | $141K | Hold |
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|
2013
Q2 | $133K | Buy |
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