TriaGen Wealth 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 |
-2,443
| Closed | -$417K | – | 178 |
|
|
2025
Q1 | $417K | Hold |
2,443
| – | – | 0.15% | 116 |
|
|
2024
Q4 | $423K | Hold |
2,443
| – | – | 0.14% | 116 |
|
|
2024
Q3 | $343K | Hold |
2,443
| – | – | 0.11% | 133 |
|
|
2024
Q2 | $320K | Hold |
2,443
| – | – | 0.12% | 131 |
|
|
2024
Q1 | $320K | Hold |
2,443
| – | – | 0.13% | 130 |
|
|
2023
Q4 | $275K | Sell |
2,443
-28
| -1% | -$3.15K | 0.13% | 130 |
|
|
2023
Q3 | $214K | Hold |
2,471
| – | – | 0.11% | 144 |
|
|
2023
Q2 | $289K | Hold |
2,471
| – | – | 0.13% | 137 |
|
|
2023
Q1 | $244K | Hold |
2,471
| – | – | 0.12% | 143 |
|
|
2022
Q4 | $242K | Hold |
2,471
| – | – | 0.13% | 149 |
|
|
2022
Q3 | $225K | Sell |
2,471
-225
| -8% | -$20.5K | 0.12% | 146 |
|
|
2022
Q2 | $255K | Sell |
2,696
-26
| -1% | -$2.46K | 0.18% | 123 |
|
|
2022
Q1 | $300K | Hold |
2,722
| – | – | 0.16% | 137 |
|
|
2021
Q4 | $315K | Hold |
2,722
| – | – | 0.16% | 137 |
|
|
2021
Q3 | $334K | Sell |
2,722
-200
| -7% | -$24.5K | 0.18% | 134 |
|
|
2021
Q2 | $363K | Buy |
2,922
+26
| +0.9% | +$3.23K | 0.19% | 126 |
|
|
2021
Q1 | $275K | Sell |
2,896
-1,091
| -27% | -$104K | 0.16% | 141 |
|
|
2020
Q4 | $361K | Buy |
+3,987
| New | +$361K | 0.21% | 119 |
|