Cercano Management’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
-2,666
Closed -$455K 156
2025
Q1
$455K Hold
2,666
0.01% 104
2024
Q4
$462K Hold
2,666
0.01% 129
2024
Q3
$374K Buy
+2,666
New +$374K 0.01% 122