TLA
DFS
Tanglewood Legacy 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 |
-200
| Closed | -$34.1K | – | 286 |
|
|
2025
Q1 | $34.1K | Hold |
200
| – | – | 0.02% | 193 |
|
|
2024
Q4 | $34.6K | Hold |
200
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $28.1K | Hold |
200
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $26.2K | Hold |
200
| – | – | 0.01% | 196 |
|
|
2024
Q1 | $26.2K | Hold |
200
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $22.5K | Hold |
200
| – | – | 0.01% | 204 |
|
|
2023
Q3 | $17.3K | Hold |
200
| – | – | 0.01% | 222 |
|
|
2023
Q2 | $23.4K | Hold |
200
| – | – | 0.01% | 205 |
|
|
2023
Q1 | $19.8K | Buy |
+200
| New | +$19.8K | 0.01% | 207 |
|