FFAM
DFS
Forge First Asset Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,000
| Closed | -$2.75M | – | 40 |
|
|
2024
Q2 | $2.75M | Sell |
21,000
-80,770
| -79% | -$10.6M | 1.17% | 27 |
|
|
2024
Q1 | $13.3M | Buy |
+101,770
| New | +$13.3M | 4.19% | 5 |
|
|
2023
Q2 | – | Sell |
-58,000
| Closed | -$5.73M | – | 37 |
|
|
2023
Q1 | $5.73M | Buy |
+58,000
| New | +$5.73M | 2.59% | 15 |
|