TFC Financial Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30
| Closed | -$5.14K | – | 1005 |
|
|
2025
Q1 | $5.14K | Hold |
30
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $5.22K | Hold |
30
| – | – | ﹤0.01% | 407 |
|
|
2024
Q3 | $4.22K | Hold |
30
| – | – | ﹤0.01% | 436 |
|
|
2024
Q2 | $3.94K | Buy |
30
+12
| +67% | +$1.58K | ﹤0.01% | 413 |
|
|
2024
Q1 | $2.37K | Hold |
18
| – | – | ﹤0.01% | 451 |
|
|
2023
Q4 | $2.04K | Hold |
18
| – | – | ﹤0.01% | 453 |
|
|
2023
Q3 | $1.57K | Sell |
18
-6
| -25% | -$523 | ﹤0.01% | 489 |
|
|
2023
Q2 | $2.82K | Hold |
24
| – | – | ﹤0.01% | 414 |
|
|
2023
Q1 | $2.38K | Buy |
24
+6
| +33% | +$596 | ﹤0.01% | 447 |
|
|
2022
Q4 | $1.77K | Hold |
18
| – | – | ﹤0.01% | 411 |
|
|
2022
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 397 |
|
|
2022
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 395 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 410 |
|
|
2021
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 459 |
|
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 447 |
|
|
2021
Q2 | $2K | Sell |
18
-160
| -90% | -$17.8K | ﹤0.01% | 439 |
|
|
2021
Q1 | $17K | Hold |
178
| – | – | 0.01% | 270 |
|
|
2020
Q4 | $16K | Hold |
178
| – | – | 0.01% | 272 |
|
|
2020
Q3 | $10K | Buy |
+178
| New | +$10K | ﹤0.01% | 296 |
|