Northeast Financial Consultants’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
-2,130
Closed -$364K 301
2025
Q1
$364K Hold
2,130
0.02% 225
2024
Q4
$369K Hold
2,130
0.02% 228
2024
Q3
$299K Hold
2,130
0.01% 237
2024
Q2
$279K Hold
2,130
0.01% 233
2024
Q1
$279K Buy
+2,130
New +$279K 0.01% 247