TCA
DFS
Trifecta Capital Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,142
| Closed | -$195K | – | 484 |
|
|
2025
Q1 | $195K | Hold |
1,142
| – | – | 0.04% | 78 |
|
|
2024
Q4 | $198K | Hold |
1,142
| – | – | 0.04% | 83 |
|
|
2024
Q3 | $160K | Hold |
1,142
| – | – | 0.03% | 89 |
|
|
2024
Q2 | $149K | Hold |
1,142
| – | – | 0.03% | 89 |
|
|
2024
Q1 | $150K | Hold |
1,142
| – | – | 0.04% | 87 |
|
|
2023
Q4 | $128K | Hold |
1,142
| – | – | 0.04% | 96 |
|
|
2023
Q3 | $98.9K | Hold |
1,142
| – | – | 0.03% | 102 |
|
|
2023
Q2 | $133K | Hold |
1,142
| – | – | 0.04% | 97 |
|
|
2023
Q1 | $113K | Hold |
1,142
| – | – | 0.04% | 105 |
|
|
2022
Q4 | $112K | Buy |
+1,142
| New | +$112K | 0.04% | 102 |
|