Generation Capital 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
-3,055
Closed -$521K 81
2025
Q1
$521K Hold
3,055
0.47% 44
2024
Q4
$529K Buy
+3,055
New +$529K 0.45% 48