A detailed history of Trinity Point Wealth, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 3,440 shares of DFS stock, worth $583,561. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,440
Previous 3,008 14.36%
Holding current value
$583,561
Previous $393,000 22.65%
% of portfolio
0.07%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$123.41 - $144.72 $53,313 - $62,519
432 Added 14.36%
3,440 $482,000
Q2 2024

Jul 30, 2024

BUY
$119.57 - $130.81 $19,131 - $20,929
160 Added 5.62%
3,008 $393,000
Q1 2024

May 08, 2024

BUY
$97.0 - $131.09 $17,072 - $23,071
176 Added 6.59%
2,848 $373,000
Q4 2023

Feb 08, 2024

BUY
$80.49 - $112.57 $215,069 - $300,787
2,672 New
2,672 $300,000
Q2 2023

Aug 07, 2023

BUY
$92.44 - $117.9 $161,030 - $205,381
1,742 New
1,742 $203,000
Q3 2020

Nov 13, 2020

SELL
$46.45 - $59.54 $214,180 - $274,538
-4,611 Closed
0 $0
Q2 2020

Aug 13, 2020

SELL
$28.53 - $61.29 $1.35 Million - $2.91 Million
-47,432 Reduced 91.14%
4,611 $231,000
Q1 2020

May 05, 2020

BUY
$25.25 - $85.85 $113,145 - $384,693
4,481 Added 9.42%
52,043 $1.86 Million
Q4 2019

Feb 06, 2020

BUY
$75.17 - $86.7 $71,336 - $82,278
949 Added 2.04%
47,562 $4.03 Million
Q3 2019

Nov 07, 2019

BUY
$76.76 - $92.91 $3.58 Million - $4.33 Million
46,613 New
46,613 $3.85 Million

Others Institutions Holding DFS

About Discover Financial Services


  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $46.4B
  • Description
  • Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...
More about DFS
Track This Portfolio

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.