EPIM
DFS

Evelyn Partners Investment Management’s Discover Financial Services DFS Stock Holding History

Evelyn Partners Investment Management’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
-870
Closed -$68.4K – 264
2025
Q1 		$68.4K Buy
+870
New +$68.4K ﹤0.01% 185