SAG
DFS
SageView Advisory Group’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,221
| Closed | -$208K | – | 620 |
|
|
2025
Q1 | $208K | Sell |
1,221
-303
| -20% | -$51.7K | 0.01% | 571 |
|
|
2024
Q4 | $264K | Buy |
1,524
+45
| +3% | +$7.8K | 0.01% | 494 |
|
|
2024
Q3 | $208K | Sell |
1,479
-144
| -9% | -$20.2K | 0.01% | 489 |
|
|
2024
Q2 | $212K | Buy |
+1,623
| New | +$212K | 0.01% | 527 |
|
|
2024
Q1 | – | Sell |
-2,305
| Closed | -$250K | – | 566 |
|
|
2023
Q4 | $250K | Buy |
+2,305
| New | +$250K | 0.01% | 563 |
|