EFG
DFS
Everhart Financial Group’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,067
| Closed | -$524K | – | 342 |
|
|
2025
Q1 | $524K | Buy |
3,067
+251
| +9% | +$42.8K | 0.07% | 198 |
|
|
2024
Q4 | $488K | Buy |
2,816
+177
| +7% | +$30.7K | 0.1% | 195 |
|
|
2024
Q3 | $370K | Buy |
2,639
+626
| +31% | +$87.8K | 0.08% | 232 |
|
|
2024
Q2 | $263K | Buy |
2,013
+480
| +31% | +$62.8K | 0.07% | 242 |
|
|
2024
Q1 | $201K | Buy |
+1,533
| New | +$201K | 0.06% | 266 |
|