TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $633K | Buy |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $1.86M | Buy |
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|
2019
Q4 | $4.03M | Buy |
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|
2019
Q3 | $3.85M | Buy |
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