A detailed history of Foundations Investment Advisors, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 2,046 shares of DFS stock, worth $365,067. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,046
Previous 1,760 16.25%
Holding current value
$365,067
Previous $230,000 24.78%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$123.41 - $144.72 $35,295 - $41,389
286 Added 16.25%
2,046 $287,000
Q2 2024

Aug 02, 2024

SELL
$119.57 - $130.81 $9,685 - $10,595
-81 Reduced 4.4%
1,760 $230,000
Q1 2024

May 13, 2024

SELL
$97.0 - $131.09 $31,913 - $43,128
-329 Reduced 15.16%
1,841 $241,000
Q4 2023

Feb 08, 2024

BUY
$80.49 - $112.57 $174,663 - $244,276
2,170 New
2,170 $243,000
Q2 2023

Jul 19, 2023

BUY
$92.44 - $117.9 $159,921 - $203,967
1,730 New
1,730 $202,000
Q3 2021

Oct 13, 2021

SELL
$115.26 - $135.38 $260,026 - $305,417
-2,256 Closed
0 $0
Q2 2021

Jul 14, 2021

BUY
$96.8 - $124.19 $218,380 - $280,172
2,256 New
2,256 $276,000

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 $48.8B
  • 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 Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.