CFP
DFS

Catalyst Financial Partners’s Discover Financial Services DFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,471
Closed -$251K 304
2025
Q1
$251K Sell
1,471
-10
-0.7% -$1.71K 0.05% 237
2024
Q4
$257K Buy
+1,481
New +$257K 0.05% 228