AFA
DFS

AA Financial Advisors’s Discover Financial Services DFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,770
Closed -$302K 192
2025
Q1
$302K Buy
1,770
+378
+27% +$64.5K 0.07% 131
2024
Q4
$241K Buy
+1,392
New +$241K 0.06% 155