Kathmere 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
-1,343
Closed -$229K 487
2025
Q1
$229K Hold
1,343
0.02% 386
2024
Q4
$233K Buy
+1,343
New +$233K 0.02% 363
2023
Q3
Sell
-2,048
Closed -$239K 268
2023
Q2
$239K Buy
+2,048
New +$239K 0.04% 202