AA
DFS
Alta Advisers’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,450
| Closed | -$248K | – | 247 |
|
|
2025
Q1 | $248K | Buy |
+1,450
| New | +$248K | 0.11% | 188 |
|
|
2024
Q4 | – | Sell |
-800
| Closed | -$112K | – | 223 |
|
|
2024
Q3 | $112K | Hold |
800
| – | – | 0.05% | 267 |
|
|
2024
Q2 | $105K | Hold |
800
| – | – | 0.05% | 258 |
|
|
2024
Q1 | $105K | Hold |
800
| – | – | 0.05% | 266 |
|
|
2023
Q4 | $89.9K | Hold |
800
| – | – | 0.05% | 281 |
|
|
2023
Q3 | $69.3K | Hold |
800
| – | – | 0.04% | 317 |
|
|
2023
Q2 | $93.5K | Hold |
800
| – | – | 0.05% | 264 |
|
|
2023
Q1 | $79.1K | Hold |
800
| – | – | 0.05% | 297 |
|
|
2022
Q4 | $78K | Hold |
800
| – | – | 0.05% | 289 |
|
|
2022
Q3 | $73K | Buy |
+800
| New | +$73K | 0.05% | 291 |
|