CMP
DFS
Coston McIsaac & Partners’s Discover Financial Services DFS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-100
| Closed | -$17K | – | 768 |
|
2025
Q1 | $17K | Sell |
100
-16
| -14% | -$2.72K | 0.01% | 418 |
|
2024
Q4 | $20K | Hold |
116
| – | – | 0.01% | 389 |
|
2024
Q3 | $16 | Hold |
116
| – | – | ﹤0.01% | 429 |
|
2024
Q2 | $15K | Hold |
116
| – | – | ﹤0.01% | 415 |
|
2024
Q1 | $15K | Hold |
116
| – | – | ﹤0.01% | 421 |
|
2023
Q4 | $13K | Buy |
116
+16
| +16% | +$1.79K | ﹤0.01% | 447 |
|
2023
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 492 |
|
2023
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 485 |
|
2023
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 499 |
|
2022
Q4 | $9 | Hold |
100
| – | – | ﹤0.01% | 508 |
|
2022
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 436 |
|
2022
Q2 | $9K | Buy |
+100
| New | +$9K | 0.01% | 283 |
|