YIA
DFS
YHB Investment Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,296
| Closed | -$221K | – | 301 |
|
|
2025
Q1 | $221K | Hold |
1,296
| – | – | 0.02% | 275 |
|
|
2024
Q4 | $225K | Buy |
+1,296
| New | +$225K | 0.02% | 265 |
|
|
2022
Q1 | – | Sell |
-3,500
| Closed | -$404K | – | 301 |
|
|
2021
Q4 | $404K | Hold |
3,500
| – | – | 0.03% | 227 |
|
|
2021
Q3 | $430K | Hold |
3,500
| – | – | 0.04% | 207 |
|
|
2021
Q2 | $414K | Hold |
3,500
| – | – | 0.04% | 215 |
|
|
2021
Q1 | $358K | Hold |
3,500
| – | – | 0.03% | 220 |
|
|
2020
Q4 | $317K | Hold |
3,500
| – | – | 0.03% | 229 |
|
|
2020
Q3 | $202K | Buy |
+3,500
| New | +$202K | 0.02% | 258 |
|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$297K | – | 170 |
|
|
2019
Q4 | $297K | Hold |
3,500
| – | – | 0.04% | 161 |
|
|
2019
Q3 | $284K | Hold |
3,500
| – | – | 0.04% | 160 |
|
|
2019
Q2 | $272K | Hold |
3,500
| – | – | 0.04% | 161 |
|
|
2019
Q1 | $249K | Hold |
3,500
| – | – | 0.04% | 170 |
|
|
2018
Q4 | $206K | Sell |
3,500
-570
| -14% | -$33.5K | 0.04% | 173 |
|
|
2018
Q3 | $311K | Sell |
4,070
-50
| -1% | -$3.82K | 0.05% | 157 |
|
|
2018
Q2 | $290K | Buy |
4,120
+150
| +4% | +$10.6K | 0.05% | 161 |
|
|
2018
Q1 | $286K | Hold |
3,970
| – | – | 0.05% | 155 |
|
|
2017
Q4 | $305K | Hold |
3,970
| – | – | 0.05% | 157 |
|
|
2017
Q3 | $256K | Buy |
3,970
+504
| +15% | +$32.5K | 0.05% | 163 |
|
|
2017
Q2 | $216K | Sell |
3,466
-211
| -6% | -$13.1K | 0.04% | 176 |
|
|
2017
Q1 | $230K | Buy |
+3,677
| New | +$230K | 0.04% | 167 |
|