Fortem Financial Group’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 |
-2,696
| Closed | -$460K | – | 178 |
|
|
2025
Q1 | $460K | Buy |
+2,696
| New | +$460K | 0.18% | 128 |
|
|
2024
Q1 | – | Sell |
-2,028
| Closed | -$228K | – | 168 |
|
|
2023
Q4 | $228K | Sell |
2,028
-1,483
| -42% | -$167K | 0.11% | 154 |
|
|
2023
Q3 | $304K | Sell |
3,511
-5,352
| -60% | -$464K | 0.18% | 131 |
|
|
2023
Q2 | $1.04M | Buy |
8,863
+1,250
| +16% | +$146K | 0.61% | 52 |
|
|
2023
Q1 | $752K | Buy |
7,613
+2,458
| +48% | +$243K | 0.49% | 74 |
|
|
2022
Q4 | $504K | Sell |
5,155
-143
| -3% | -$14K | 0.3% | 100 |
|
|
2022
Q3 | $482K | Buy |
5,298
+222
| +4% | +$20.2K | 0.33% | 90 |
|
|
2022
Q2 | $480K | Buy |
+5,076
| New | +$480K | 0.31% | 97 |
|
|
2021
Q1 | – | Sell |
-229
| Closed | -$21K | – | 228 |
|
|
2020
Q4 | $21K | Buy |
+229
| New | +$21K | 0.01% | 308 |
|