CBA
DFS

Coastal Bridge Advisors’s Discover Financial Services DFS Stock Holding History

Coastal Bridge Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,560
Closed -$437K – 445
2025
Q1 		$437K Buy
+2,560
New +$437K 0.11% 170