JSAM
DFS
J. Safra Asset Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-348
| Closed | -$60K | – | 317 |
|
|
2024
Q4 | $60K | Buy |
+348
| New | +$60K | ﹤0.01% | 187 |
|
|
2024
Q3 | – | Sell |
-387
| Closed | -$50.6K | – | 304 |
|
|
2024
Q2 | $50.6K | Buy |
387
+76
| +24% | +$9.94K | 0.01% | 141 |
|
|
2024
Q1 | $40.8K | Buy |
311
+135
| +77% | +$17.7K | ﹤0.01% | 101 |
|
|
2023
Q4 | $19.8K | Hold |
176
| – | – | ﹤0.01% | 94 |
|
|
2023
Q3 | $15.2K | Buy |
+176
| New | +$15.2K | ﹤0.01% | 96 |
|