T
DFS

TOBAM’s Discover Financial Services DFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,361
Closed -$178K 340
2024
Q1
$178K Hold
1,361
0.02% 251
2023
Q4
$153K Buy
1,361
+402
+42% +$45.2K 0.01% 251
2023
Q3
$83K Sell
959
-544
-36% -$47.1K 0.01% 298
2023
Q2
$176K Sell
1,503
-642
-30% -$75.2K 0.01% 261
2023
Q1
$212K Buy
2,145
+702
+49% +$69.4K 0.01% 211
2022
Q4
$141K Hold
1,443
0.01% 232
2022
Q3
$131K Hold
1,443
0.01% 245
2022
Q2
$136K Buy
+1,443
New +$136K 0.01% 274