Global Assets Advisory’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,234
| Closed | -$528K | – | 236 |
|
|
2025
Q1 | $528K | Buy |
3,234
+1,956
| +153% | +$319K | 0.1% | 158 |
|
|
2024
Q4 | $223K | Buy |
+1,278
| New | +$223K | 0.12% | 139 |
|
|
2024
Q2 | – | Sell |
-165,348
| Closed | -$1.28M | – | 168 |
|
|
2024
Q1 | $1.28M | Buy |
+165,348
| New | +$1.28M | 0.06% | 203 |
|