VA
DFS
Valmark Advisers’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,923
| Closed | -$328K | – | 640 |
|
|
2025
Q1 | $328K | Sell |
1,923
-221
| -10% | -$37.7K | 0.01% | 497 |
|
|
2024
Q4 | $371K | Buy |
2,144
+428
| +25% | +$74.1K | 0.01% | 473 |
|
|
2024
Q3 | $241K | Buy |
1,716
+26
| +2% | +$3.65K | ﹤0.01% | 544 |
|
|
2024
Q2 | $221K | Buy |
1,690
+94
| +6% | +$12.3K | ﹤0.01% | 532 |
|
|
2024
Q1 | $209K | Buy |
+1,596
| New | +$209K | ﹤0.01% | 523 |
|