Moneta Group Investment Advisors LLC Discover Financial Services Transaction History

Moneta Group Investment Advisors LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$123.41 - $144.72 $35,788 - $41,968	290 Added 16.74%	2,022 $283,000
Q2 2024 Aug 13, 2024	BUY	$119.57 - $130.81 $956 - $1,046	8 Added 0.46%	1,732 $226,000
Q1 2024 Aug 13, 2024	BUY	$97.0 - $131.09 $167,228 - $225,999	1,724 New	1,724 $225,000
Q2 2023 Aug 15, 2023	BUY	$92.44 - $117.9 $165,190 - $210,687	1,787 New	1,787 $208,000
Q4 2021 Feb 11, 2022	SELL	$106.13 - $132.99 $233,273 - $292,312	-2,198 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$115.26 - $135.38 $17,519 - $20,577	-152 Reduced 6.47%	2,198 $270,000
Q2 2021 Aug 13, 2021	SELL	$96.8 - $124.19 $10,938 - $14,033	-113 Reduced 4.59%	2,350 $278,000
Q1 2021 May 14, 2021	BUY	$82.18 - $102.27 $903 - $1,124	11 Added 0.45%	2,463 $234,000
Q4 2020 Feb 12, 2021	SELL	$58.91 - $90.53 $248,482 - $381,855	-4,218 Reduced 63.24%	2,452 $222,000
Q2 2018 Aug 15, 2018	SELL	$69.58 - $78.22 $3.78 Million - $4.25 Million	-54,332 Reduced 89.07%	6,670 $157,000
Q2 2018 Aug 14, 2018	BUY	$69.58 - $78.22 $4.16 Million - $4.67 Million	59,767 Added 4839.43%	61,002 $220,000
Q1 2018 May 14, 2018	BUY	$70.07 - $81.31 $74,274 - $86,188	1,060 Added 605.71%	1,235 $89,000
Q4 2017 Feb 13, 2018	BUY	$63.81 - $77.5 $11,166 - $13,562	175	175 $13,000

1,295

202M

1.49M

1.27M

Ticker DFS
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 273,225,984
Market Cap $52.2B
Description
Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...

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