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