CIA
DFS
Concurrent Investment Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,035
| Closed | -$689K | – | 1351 |
|
|
2025
Q1 | $689K | Buy |
4,035
+413
| +11% | +$70.5K | 0.02% | 644 |
|
|
2024
Q4 | $627K | Sell |
3,622
-56
| -2% | -$9.7K | 0.02% | 609 |
|
|
2024
Q3 | $516K | Buy |
3,678
+217
| +6% | +$30.4K | 0.02% | 606 |
|
|
2024
Q2 | $453K | Buy |
+3,461
| New | +$453K | 0.01% | 611 |
|