Summit Trail 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
2024
Q4
Sell
-1,971
Closed -$276K 484
2024
Q3
$276K Buy
+1,971
New +$276K 0.01% 570
2018
Q2
Sell
-7,218
Closed -$264K 528
2018
Q1
$264K Buy
7,218
+1,588
+28% +$58.1K 0.04% 309
2017
Q4
$439K Buy
+5,630
New +$439K 0.06% 249