FIA
DFS
Foundations Investment 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 |
-1,811
| Closed | -$309K | – | 933 |
|
|
2025
Q1 | $309K | Sell |
1,811
-132
| -7% | -$22.5K | 0.01% | 705 |
|
|
2024
Q4 | $337K | Sell |
1,943
-103
| -5% | -$17.8K | 0.01% | 633 |
|
|
2024
Q3 | $287K | Buy |
2,046
+286
| +16% | +$40.1K | 0.01% | 645 |
|
|
2024
Q2 | $230K | Sell |
1,760
-81
| -4% | -$10.6K | 0.01% | 686 |
|
|
2024
Q1 | $241K | Sell |
1,841
-329
| -15% | -$43.1K | 0.01% | 632 |
|
|
2023
Q4 | $231K | Buy |
+2,170
| New | +$231K | 0.01% | 611 |
|
|
2023
Q3 | – | Sell |
-1,730
| Closed | -$202K | – | 647 |
|
|
2023
Q2 | $202K | Buy |
+1,730
| New | +$202K | 0.01% | 547 |
|
|
2021
Q3 | – | Sell |
-2,256
| Closed | -$276K | – | 319 |
|
|
2021
Q2 | $276K | Buy |
+2,256
| New | +$276K | 0.01% | 250 |
|