Retirement Guys Formula’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
-1,400
Closed -$239K 149
2025
Q1
$239K Buy
1,400
+6
+0.4% +$1.02K 0.12% 118
2024
Q4
$241K Buy
+1,394
New +$241K 0.12% 115