GVAG
DFS

Great Valley Advisor Group’s Discover Financial Services DFS Stock Holding History

Great Valley Advisor Group’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,186
Closed -$203K – 902
2025
Q1 		$203K Sell
1,186
-46
-4% -$7.87K ﹤0.01% 836
2024
Q4 		$213K Buy
+1,232
New +$213K ﹤0.01% 797
2022
Q1 		– Sell
-2,256
Closed -$267K – 598
2021
Q4 		$267K Buy
+2,256
New +$267K 0.02% 514