SIP
DFS

Stoneridge Investment Partners’s Discover Financial Services DFS Stock Holding History

Stoneridge Investment Partners’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,496
Closed -$955K – 130
2023
Q4 		$955K Sell
8,496
-14,713
-63% -$1.65M 0.4% 63
2023
Q3 		$2.01M Buy
+23,209
New +$2.01M 0.95% 41