SA
DFS

Syntax Advisors’s Discover Financial Services DFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$317K Buy
3,665
+810
+28% +$70.2K 0.28% 74
2023
Q2
$334K Sell
2,855
-470
-14% -$54.9K 0.27% 74
2023
Q1
$329K Hold
3,325
0.25% 81
2022
Q4
$325K Sell
3,325
-229
-6% -$22.4K 0.27% 81
2022
Q3
$323K Buy
3,554
+82
+2% +$7.45K 0.28% 63
2022
Q2
$328K Buy
3,472
+361
+12% +$34.1K 0.28% 61
2022
Q1
$343K Sell
3,111
-37
-1% -$4.08K 0.29% 67
2021
Q4
$364K Buy
+3,148
New +$364K 0.27% 78