Roman Butler Fullerton & Co’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$365K Sell
2024
Q4
$495K Buy
2024
Q3
$328K Buy
2024
Q2
$287K Buy
2024
Q1
$274K Buy
2023
Q3
Sell
2023
Q2
$231K Buy
2022
Q1
Sell
2021
Q4
$271K Buy
2021
Q3
$304K Buy
2021
Q2
$276K Buy
2021
Q1
$238K Buy
2020
Q4
$210K Buy