Clear Creek Financial Management’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,218
Closed -$208K 550
2025
Q1
$208K Buy
1,218
+8
+0.7% +$1.37K 0.02% 484
2024
Q4
$210K Buy
+1,210
New +$210K 0.02% 441