CAM
DFS
Cidel Asset 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 |
-2,766
| Closed | -$472K | – | 361 |
|
|
2025
Q1 | $472K | Sell |
2,766
-324
| -10% | -$55.3K | 0.03% | 194 |
|
|
2024
Q4 | $535K | Sell |
3,090
-436
| -12% | -$75.5K | 0.04% | 176 |
|
|
2024
Q3 | $495K | Sell |
3,526
-200
| -5% | -$28.1K | 0.03% | 196 |
|
|
2024
Q2 | $487K | Hold |
3,726
| – | – | 0.04% | 181 |
|
|
2024
Q1 | $488K | Buy |
3,726
+91
| +3% | +$11.9K | 0.04% | 188 |
|
|
2023
Q4 | $409K | Buy |
+3,635
| New | +$409K | 0.02% | 210 |
|