FA
DFS
Fiduciary Alliance’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,845
| Closed | -$486K | – | 480 |
|
|
2025
Q1 | $486K | Sell |
2,845
-75
| -3% | -$12.8K | 0.05% | 260 |
|
|
2024
Q4 | $506K | Buy |
+2,920
| New | +$506K | 0.05% | 233 |
|
|
2023
Q3 | – | Sell |
-8
| Closed | -$935 | – | 353 |
|
|
2023
Q2 | $935 | Buy |
+8
| New | +$935 | ﹤0.01% | 870 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$783 | – | 322 |
|
|
2022
Q4 | $783 | Buy |
+8
| New | +$783 | ﹤0.01% | 814 |
|