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
2024
Q3
$483K Buy
2024
Q2
$393K Buy
2024
Q1
$373K Buy
2023
Q4
$300K Buy
2023
Q3
Sell
2023
Q2
$204K Buy
2020
Q3
Sell
2020
Q2
$231K Sell
2020
Q1
$1.86M Buy
2019
Q4
$4.03M Buy
2019
Q3
$3.85M Buy