EP
DFS

Essential Planning’s Discover Financial Services DFS Stock Holding History

Essential Planning’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
Q1 		– Sell
-27,560
Closed -$4.51M – 133
2024
Q4 		$4.51M Buy
+27,560
New +$4.51M 0.03% 127