LCWP
DFS
Legacy Capital Wealth Partners’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,595
| Closed | -$272K | – | 374 |
|
|
2025
Q1 | $272K | Sell |
1,595
-1,021
| -39% | -$174K | 0.07% | 295 |
|
|
2024
Q4 | $453K | Buy |
2,616
+112
| +4% | +$19.4K | 0.11% | 199 |
|
|
2024
Q3 | $351K | Sell |
2,504
-4
| -0.2% | -$561 | 0.07% | 253 |
|
|
2024
Q2 | $328K | Buy |
+2,508
| New | +$328K | 0.08% | 229 |
|