Ogorek Anthony Joseph’s Discover Financial Services DFS Stock Holding History

Ogorek Anthony Joseph’s Portfolio DFS Stock Details DFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-212	Closed	-$36K	–	640
2025 Q1	$36K	Buy	212 +121	+133%	+$22.1K	0.01%	188
2024 Q4	$15K	Sell	91 -53	-37%	-$8.7K	﹤0.01%	198
2024 Q3	$20K	Buy	144 +54	+60%	+$7.26K	0.01%	172
2024 Q2	$11K	Hold	90	–	–	﹤0.01%	203
2024 Q1	$11K	Hold	90	–	–	﹤0.01%	201
2023 Q4	$10K	Hold	90	–	–	﹤0.01%	210
2023 Q3	$7K	Hold	90	–	–	﹤0.01%	215
2023 Q2	$10K	Hold	90	–	–	﹤0.01%	192
2023 Q1	$8K	Hold	90	–	–	﹤0.01%	200
2022 Q4	$8K	Hold	90	–	–	﹤0.01%	169
2022 Q3	$8K	Hold	90	–	–	﹤0.01%	164
2022 Q2	$8K	Hold	90	–	–	﹤0.01%	166
2022 Q1	$9K	Hold	90	–	–	﹤0.01%	181
2021 Q4	$10K	Hold	90	–	–	﹤0.01%	176
2021 Q3	$11K	Hold	90	–	–	0.01%	164
2021 Q2	$10K	Hold	90	–	–	﹤0.01%	162
2021 Q1	$8K	Hold	90	–	–	﹤0.01%	161
2020 Q4	$8K	Hold	90	–	–	﹤0.01%	151
2020 Q3	$5K	Hold	90	–	–	﹤0.01%	148
2020 Q2	$4K	Hold	90	–	–	﹤0.01%	166
2020 Q1	$3K	Hold	90	–	–	﹤0.01%	179
2019 Q4	$7K	Hold	90	–	–	﹤0.01%	159
2019 Q3	$7K	Hold	90	–	–	﹤0.01%	126
2019 Q2	$6K	Hold	90	–	–	﹤0.01%	128
2019 Q1	$6K	Hold	90	–	–	﹤0.01%	121
2018 Q4	$5K	Hold	90	–	–	﹤0.01%	123
2018 Q3	$6K	Hold	90	–	–	﹤0.01%	122
2018 Q2	$6K	Hold	90	–	–	﹤0.01%	100
2018 Q1	$6K	Hold	90	–	–	0.01%	96
2017 Q4	$6K	Buy	+90	New	+$6.19K	﹤0.01%	93

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ogorek Anthony Joseph's DFS Position: Q2 2025 in Review

Ogorek Anthony Joseph sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 212 shares — an estimated $36K sold.

Ogorek Anthony Joseph first reported a position in DFS in Q4 2017 and held it in 30 quarters. The position peaked at $36K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Ogorek Anthony Joseph reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Ogorek Anthony Joseph sold 212 Discover Financial Services shares in Q2 2025, an estimated $36K.
Ogorek Anthony Joseph first reported a position in Discover Financial Services in Q4 2017 and held it in 30 quarters.
Ogorek Anthony Joseph's Discover Financial Services position peaked at $36K in Q1 2025.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2025, filed 8 Aug 2025.