Kestra Investment 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
$1.1M Hold
6,448
0.02% 265
2025
Q1
$1.1M Buy
6,448
+6,108
+1,796% +$1.04M 0.03% 157
2024
Q4
$59K Buy
+340
New +$59K ﹤0.01% 503