Gallagher Fiduciary Advisors’s Discover Financial Services DFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,522
Closed -$431K 329
2025
Q1
$431K Buy
2,522
+75
+3% +$12.8K 0.01% 177
2024
Q4
$424K Buy
2,447
+356
+17% +$61.7K 0.08% 166
2024
Q3
$293K Buy
+2,091
New +$293K 0.06% 199