CSPIA
DFS

Cary Street Partners Investment Advisory’s Discover Financial Services DFS Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$175K Buy
2024
Q4 		$160K Sell
2024
Q3 		$279K Buy
2024
Q2 		$252K Sell
2024
Q1 		$414K Sell
2023
Q4 		$418K Buy
2023
Q3 		$149K Buy
2023
Q2 		$118K Buy
2023
Q1 		$47.6K Sell
2022
Q4 		$50.8K Buy