Coppell Advisory Solutions’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,202
| Closed | -$964K | – | 375 |
|
|
2025
Q1 | $964K | Buy |
5,202
+4,717
| +973% | +$874K | 0.13% | 146 |
|
|
2024
Q4 | $83.6K | Buy |
485
+306
| +171% | +$52.8K | 0.01% | 460 |
|
|
2024
Q3 | $24.9K | Buy |
179
+167
| +1,392% | +$23.3K | ﹤0.01% | 775 |
|
|
2024
Q2 | $1.57K | Buy |
+12
| New | +$1.57K | ﹤0.01% | 1422 |
|
|
2023
Q4 | $3.09K | Sell |
28
-449
| -94% | -$49.6K | ﹤0.01% | 1212 |
|
|
2023
Q3 | $46.7K | Buy |
477
+427
| +854% | +$41.8K | 0.02% | 324 |
|
|
2023
Q2 | $5.89K | Buy |
+50
| New | +$5.89K | ﹤0.01% | 821 |
|
|
2023
Q1 | – | Sell |
-477
| Closed | -$46.7K | – | 417 |
|
|
2022
Q4 | $46.7K | Buy |
+477
| New | +$46.7K | 0.02% | 327 |
|