TFO Wealth Partners’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31
| Closed | -$4.06K | – | 241 |
|
|
2024
Q1 | $4.06K | Hold |
31
| – | – | ﹤0.01% | 110 |
|
|
2023
Q4 | $3.48K | Hold |
31
| – | – | ﹤0.01% | 117 |
|
|
2023
Q3 | $3.62K | Hold |
31
| – | – | ﹤0.01% | 184 |
|
|
2023
Q2 | $3.62K | Hold |
31
| – | – | ﹤0.01% | 173 |
|
|
2023
Q1 | $3.06K | Sell |
31
-1,298
| -98% | -$128K | ﹤0.01% | 138 |
|
|
2022
Q4 | $115K | Buy |
+1,329
| New | +$115K | 0.03% | 45 |
|
|
2022
Q3 | – | Sell |
-210
| Closed | -$20K | – | 223 |
|
|
2022
Q2 | $20K | Buy |
+210
| New | +$20K | ﹤0.01% | 87 |
|