Fortis Group Advisors’s Discover Financial Services DFS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-38
| Closed | -$6.49K | – | 534 |
|
2025
Q1 | $6.49K | Hold |
38
| – | – | ﹤0.01% | 334 |
|
2024
Q4 | $6.58K | Hold |
38
| – | – | ﹤0.01% | 339 |
|
2024
Q3 | $5.33K | Hold |
38
| – | – | ﹤0.01% | 352 |
|
2024
Q2 | $4.97K | Hold |
38
| – | – | ﹤0.01% | 354 |
|
2024
Q1 | $4.98K | Sell |
38
-38
| -50% | -$4.98K | ﹤0.01% | 369 |
|
2023
Q4 | $8.54K | Buy |
76
+38
| +100% | +$4.27K | ﹤0.01% | 314 |
|
2023
Q3 | $3.29K | Buy |
+38
| New | +$3.29K | ﹤0.01% | 327 |
|
2020
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 389 |
|