Fiduciary Family Office’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,806
| Closed | -$991K | – | 191 |
|
|
2025
Q1 | $991K | Buy |
+5,806
| New | +$991K | 0.33% | 62 |
|
|
2024
Q4 | – | Sell |
-9,057
| Closed | -$1.27M | – | 114 |
|
|
2024
Q3 | $1.27M | Sell |
9,057
-396
| -4% | -$55.6K | 0.42% | 48 |
|
|
2024
Q2 | $1.24M | Buy |
9,453
+1,137
| +14% | +$149K | 0.49% | 49 |
|
|
2024
Q1 | $1.09M | Buy |
8,316
+4,309
| +108% | +$565K | 0.43% | 59 |
|
|
2023
Q4 | $450K | Buy |
+4,007
| New | +$450K | 0.2% | 130 |
|