SG
DFS
Sienna Gestion’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-44,601
| Closed | -$7.4M | – | 161 |
|
|
2025
Q1 | $7.4M | Sell |
44,601
-2,663
| -6% | -$442K | 0.6% | 59 |
|
|
2024
Q4 | $8.19M | Buy |
47,264
+43,472
| +1,146% | +$7.53M | 0.55% | 63 |
|
|
2024
Q3 | $531K | Buy |
+3,792
| New | +$531K | 0.04% | 166 |
|
|
2024
Q2 | – | Sell |
-2,159
| Closed | -$283K | – | 168 |
|
|
2024
Q1 | $283K | Buy |
+2,159
| New | +$283K | 0.02% | 144 |
|