Americana Partners’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,627
Closed -$278K 423
2025
Q1
$278K Hold
1,627
0.01% 333
2024
Q4
$282K Sell
1,627
-300
-16% -$52K 0.01% 346
2024
Q3
$270K Buy
1,927
+360
+23% +$50.5K 0.02% 325
2024
Q2
$205K Buy
+1,567
New +$205K 0.02% 337