Brooklyn Investment Group’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
-4,446
Closed -$759K 3339
2025
Q1
$759K Buy
4,446
+1,142
+35% +$195K 0.16% 120
2024
Q4
$572K Buy
3,304
+16
+0.5% +$2.77K 0.17% 104
2024
Q3
$461K Buy
3,288
+290
+10% +$40.7K 0.15% 121
2024
Q2
$388K Hold
2,998
0.17% 133
2024
Q1
$388K Sell
2,998
-288
-9% -$37.3K 0.17% 133
2023
Q4
$369K Buy
+3,286
New +$369K 0.18% 128