Sage Investment Counsel’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
-2,790
Closed -$476K 126
2025
Q1
$476K Sell
2,790
-2,483
-47% -$424K 0.6% 48
2024
Q4
$913K Buy
+5,273
New +$913K 1.19% 20