Valmark Advisers’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$328K Sell
2024
Q4
$371K Buy
2024
Q3
$241K Buy
2024
Q2
$221K Buy
2024
Q1
$209K Buy