AIA
DFS

AssuredPartners Investment Advisors’s Discover Financial Services DFS Stock Holding History

AssuredPartners Investment Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,457
Closed -$249K – 264
2025
Q1 		$249K Buy
1,457
+216
+17% +$36.9K 0.05% 285
2024
Q4 		$215K Buy
+1,241
New +$215K 0.04% 308