Souders Financial Advisors’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
-1,298
Closed -$222K 204
2025
Q1
$222K Buy
+1,298
New +$222K 0.03% 173
2021
Q4
Sell
-1,661
Closed -$204K 137
2021
Q3
$204K Buy
+1,661
New +$204K 0.07% 131