Trifecta Capital Advisors’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 | $195K | Hold |
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|
2024
Q4 | $198K | Hold |
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|
2024
Q3 | $160K | Hold |
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|
2024
Q2 | $149K | Hold |
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|
2024
Q1 | $150K | Hold |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $98.9K | Hold |
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|
2023
Q2 | $133K | Hold |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $112K | Buy |
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