Oak Thistle LLC’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
Q1
Sell
-4,866
Closed -$843K 457
2024
Q4
$843K Sell
4,866
-266
-5% -$46.1K 0.25% 152
2024
Q3
$720K Buy
+5,132
New +$720K 0.23% 180
2024
Q1
Sell
-3,004
Closed -$338K 345
2023
Q4
$338K Buy
+3,004
New +$338K 0.1% 341