QFA
DFS
Quantum Financial 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 |
-1,262
| Closed | -$215K | – | 184 |
|
|
2025
Q1 | $215K | Buy |
1,262
+1
| +0.1% | +$171 | 0.03% | 163 |
|
|
2024
Q4 | $218K | Buy |
+1,261
| New | +$218K | 0.03% | 167 |
|
|
2022
Q3 | – | Sell |
-2,085
| Closed | -$225K | – | 89 |
|
|
2022
Q2 | $225K | Buy |
+2,085
| New | +$225K | 0.08% | 83 |
|