FRA
DFS
Frank Rimerman 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 |
-3,206
| Closed | -$547K | – | 572 |
|
|
2025
Q1 | $547K | Buy |
3,206
+75
| +2% | +$12.8K | 0.04% | 294 |
|
|
2024
Q4 | $542K | Buy |
3,131
+2
| +0.1% | +$346 | 0.04% | 292 |
|
|
2024
Q3 | $439K | Sell |
3,129
-41
| -1% | -$5.75K | 0.03% | 356 |
|
|
2024
Q2 | $415K | Buy |
+3,170
| New | +$415K | 0.03% | 377 |
|