RCA
DFS
Roberts Capital Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,426
| Closed | -$318K | – | 90 |
|
|
2024
Q2 | $318K | Hold |
2,426
| – | – | 0.31% | 79 |
|
|
2024
Q1 | $318K | Buy |
+2,426
| New | +$318K | 0.31% | 79 |
|
|
2022
Q3 | $473K | Hold |
5,200
| – | – | 0.69% | 46 |
|
|
2022
Q2 | $492K | Hold |
5,200
| – | – | 0.67% | 46 |
|
|
2022
Q1 | $573K | Hold |
5,200
| – | – | 0.59% | 54 |
|
|
2021
Q4 | $601K | Buy |
+5,200
| New | +$601K | 0.56% | 55 |
|