Birnam Oak Advisors’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
-251,067
Closed -$42.9M 25
2025
Q1
$42.9M Buy
251,067
+128,880
+105% +$22M 7.76% 1
2024
Q4
$21.2M Buy
+122,187
New +$21.2M 10.27% 3