FFM
DFS
Forum Financial Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,694
| Closed | -$1.83M | – | 962 |
|
|
2025
Q1 | $1.83M | Buy |
10,694
+4,640
| +77% | +$792K | 0.03% | 127 |
|
|
2024
Q4 | $1.05M | Buy |
6,054
+1,150
| +23% | +$199K | 0.02% | 202 |
|
|
2024
Q3 | $688K | Sell |
4,904
-51
| -1% | -$7.16K | 0.01% | 250 |
|
|
2024
Q2 | $648K | Buy |
4,955
+57
| +1% | +$7.46K | 0.01% | 238 |
|
|
2024
Q1 | $642K | Hold |
4,898
| – | – | 0.01% | 263 |
|
|
2023
Q4 | $551K | Hold |
4,898
| – | – | 0.01% | 266 |
|
|
2023
Q3 | $424K | Sell |
4,898
-23
| -0.5% | -$1.99K | 0.01% | 321 |
|
|
2023
Q2 | $575K | Sell |
4,921
-1
| -0% | -$117 | 0.01% | 265 |
|
|
2023
Q1 | $486K | Sell |
4,922
-48
| -1% | -$4.74K | 0.01% | 272 |
|
|
2022
Q4 | $486K | Sell |
4,970
-80
| -2% | -$7.83K | 0.02% | 261 |
|
|
2022
Q3 | $459K | Sell |
5,050
-440
| -8% | -$40K | 0.02% | 234 |
|
|
2022
Q2 | $519K | Buy |
5,490
+394
| +8% | +$37.2K | 0.03% | 229 |
|
|
2022
Q1 | $561K | Buy |
5,096
+57
| +1% | +$6.28K | 0.03% | 219 |
|
|
2021
Q4 | $582K | Buy |
+5,039
| New | +$582K | 0.03% | 213 |
|