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Sofos Investments, Inc.

SEC CIK
0001741736
Latest filing
May 8, 2026

DFS holding history

Discover Financial Services in every 13F filed by Sofos Investments, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q1 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2021
Holdings of DFS by Sofos Investments, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−12−100.0%Sold outHolders
Q1 202412$1.66K<0.1%+12NewHolders
Q3 20230$00.0%−117−100.0%Sold outHolders
Q2 2023117$11.9K0.1%+18+18.2%AddedHolders
Q1 202399$321<0.1%+1+1.0%AddedHolders
Q4 202298$11.6K0.1%−539−84.6%ReducedHolders
Q3 2022637––−28−4.2%ReducedHolders
Q2 2022665––+5+0.8%AddedHolders
Q1 2022660––−36−5.2%ReducedHolders
Q4 2021696––+693+23,100.0%AddedHolders
Q3 20213––+3NewHolders