PRI
DFS

Prepared Retirement Institute’s Discover Financial Services DFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,752
Closed -$299K 88
2025
Q1
$299K Hold
1,752
0.19% 60
2024
Q4
$303K Hold
1,752
0.17% 61
2024
Q3
$246K Hold
1,752
0.15% 68
2024
Q2
$229K Hold
1,752
0.15% 72
2024
Q1
$230K Buy
+1,752
New +$230K 0.17% 61