Cove Private Wealth’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
-1,250
Closed -$213K 158
2025
Q1
$213K Hold
1,250
0.11% 119
2024
Q4
$217K Buy
+1,250
New +$217K 0.13% 104