CPC
DFS

Consolidated Planning Corp’s Discover Financial Services DFS Stock Holding History

Consolidated Planning Corp’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
-7,584
Closed -$1.29M – 188
2025
Q1 		$1.29M Buy
+7,584
New +$1.29M 0.18% 98
2021
Q4 		– Sell
-426
Closed -$52K – 157
2021
Q3 		$52K Buy
+426
New +$52K 0.03% 164