OWA
DFS
ORBA Wealth 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 |
-26,291
| Closed | -$4.49M | – | 82 |
|
|
2025
Q1 | $4.49M | Buy |
26,291
+134
| +0.5% | +$22.9K | 2.26% | 14 |
|
|
2024
Q4 | $4.53M | Buy |
26,157
+3,761
| +17% | +$652K | 2.37% | 12 |
|
|
2024
Q3 | $3.14M | Hold |
22,396
| – | – | 1.59% | 21 |
|
|
2024
Q2 | $2.93M | Buy |
22,396
+5
| +0% | +$654 | 1.52% | 23 |
|
|
2024
Q1 | $2.94M | Hold |
22,391
| – | – | 1.62% | 22 |
|
|
2023
Q4 | $2.52M | Buy |
+22,391
| New | +$2.52M | 1.51% | 22 |
|