Phase 2 Partners’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$3.86M Sell
22,285
-23,590
-51% -$4.09M 2.9% 16
2024
Q3
$6.44M Sell
45,875
-20,785
-31% -$2.92M 3.8% 9
2024
Q2
$8.72M Buy
66,660
+21,107
+46% +$2.76M 5.25% 7
2024
Q1
$5.97M Buy
+45,553
New +$5.97M 3.12% 16