Lake Street Advisors Group’s Discover Financial Services DFS Stock Holding History

Lake Street Advisors Group’s Portfolio DFS Stock Details DFS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$681K	Sell
2024 Q3	$566K	Buy
2024 Q2	$528K	Buy
2024 Q1	$523K	Buy
2023 Q4	$428K	Buy
2021 Q3	–	Sell
2021 Q2	$435K	Buy
2021 Q1	$307K	Buy
2020 Q4	$288K	Buy
2018 Q2	–	Sell
2018 Q1	$201K	Buy