TriaGen Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $423K | Hold |
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|
2024
Q3 | $343K | Hold |
|
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $320K | Hold |
|
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|
2023
Q4 | $275K | Sell |
|
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $244K | Hold |
|
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $300K | Hold |
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|
2021
Q4 | $315K | Hold |
|
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|
2021
Q3 | $334K | Sell |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $275K | Sell |
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|
2020
Q4 | $361K | Buy |
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