YCM
DFS
Yousif Capital Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36,798
| Closed | -$6.28M | – | 1917 |
|
|
2025
Q1 | $6.28M | Sell |
36,798
-517
| -1% | -$88.3K | 0.07% | 253 |
|
|
2024
Q4 | $6.46M | Buy |
37,315
+1,187
| +3% | +$206K | 0.07% | 255 |
|
|
2024
Q3 | $5.07M | Sell |
36,128
-598
| -2% | -$83.9K | 0.06% | 330 |
|
|
2024
Q2 | $4.8M | Sell |
36,726
-1,044
| -3% | -$137K | 0.05% | 338 |
|
|
2024
Q1 | $4.95M | Sell |
37,770
-897
| -2% | -$118K | 0.05% | 350 |
|
|
2023
Q4 | $4.35M | Sell |
38,667
-1,363
| -3% | -$153K | 0.05% | 380 |
|
|
2023
Q3 | $3.47M | Sell |
40,030
-1,190
| -3% | -$103K | 0.04% | 447 |
|
|
2023
Q2 | $4.82M | Sell |
41,220
-1,457
| -3% | -$170K | 0.06% | 326 |
|
|
2023
Q1 | $4.22M | Sell |
42,677
-3,429
| -7% | -$339K | 0.05% | 370 |
|
|
2022
Q4 | $4.51M | Sell |
46,106
-18,575
| -29% | -$1.82M | 0.06% | 340 |
|
|
2022
Q3 | $5.88M | Sell |
64,681
-2,573
| -4% | -$234K | 0.08% | 224 |
|
|
2022
Q2 | $6.36M | Sell |
67,254
-2,470
| -4% | -$234K | 0.08% | 224 |
|
|
2022
Q1 | $7.68M | Sell |
69,724
-470
| -0.7% | -$51.8K | 0.08% | 222 |
|
|
2021
Q4 | $8.11M | Buy |
+70,194
| New | +$8.11M | 0.08% | 213 |
|