Optas 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
Q2 | – | Sell |
-2,227
| Closed | -$380K | – | 369 |
|
|
2025
Q1 | $380K | Buy |
2,227
+39
| +2% | +$6.66K | 0.07% | 154 |
|
|
2024
Q4 | $379K | Buy |
2,188
+24
| +1% | +$4.16K | 0.08% | 145 |
|
|
2024
Q3 | $304K | Buy |
2,164
+17
| +0.8% | +$2.39K | 0.07% | 167 |
|
|
2024
Q2 | $281K | Buy |
2,147
+89
| +4% | +$11.6K | 0.07% | 147 |
|
|
2024
Q1 | $270K | Buy |
2,058
+22
| +1% | +$2.88K | 0.07% | 156 |
|
|
2023
Q4 | $229K | Buy |
+2,036
| New | +$229K | 0.07% | 166 |
|