CSIC
DFS

Clifford Swan Investment Counsel’s Discover Financial Services DFS Stock Holding History

Clifford Swan Investment Counsel’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,615
Closed -$276K – 316
2025
Q1 		$276K Hold
1,615
– – 0.01% 273
2024
Q4 		$280K Hold
1,615
– – 0.01% 273
2024
Q3 		$227K Buy
+1,615
New +$227K 0.01% 298