Callan Family Office’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
-16,316
Closed -$2.79M 934
2025
Q1
$2.79M Sell
16,316
-250
-2% -$42.7K 0.21% 106
2024
Q4
$2.87M Buy
+16,566
New +$2.87M 0.18% 108