TW
DFS
TrinityPoint Wealth’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $633K | Buy |
3,655
+215
| +6% | +$37.2K | 0.09% | 204 |
|
|
2024
Q3 | $483K | Buy |
3,440
+432
| +14% | +$60.6K | 0.07% | 221 |
|
|
2024
Q2 | $393K | Buy |
3,008
+160
| +6% | +$20.9K | 0.06% | 230 |
|
|
2024
Q1 | $373K | Buy |
2,848
+176
| +7% | +$23.1K | 0.06% | 223 |
|
|
2023
Q4 | $300K | Buy |
+2,672
| New | +$300K | 0.05% | 238 |
|
|
2023
Q3 | – | Sell |
-1,742
| Closed | -$204K | – | 290 |
|
|
2023
Q2 | $204K | Buy |
+1,742
| New | +$204K | 0.04% | 267 |
|
|
2020
Q3 | – | Sell |
-4,611
| Closed | -$231K | – | 218 |
|
|
2020
Q2 | $231K | Sell |
4,611
-47,432
| -91% | -$2.38M | 0.07% | 191 |
|
|
2020
Q1 | $1.86M | Buy |
52,043
+4,481
| +9% | +$160K | 0.74% | 35 |
|
|
2019
Q4 | $4.03M | Buy |
47,562
+949
| +2% | +$80.5K | 1.36% | 14 |
|
|
2019
Q3 | $3.85M | Buy |
+46,613
| New | +$3.85M | 1.34% | 15 |
|