Impact Partnership 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
Q1
Sell
-3,603
Closed -$624K 281
2024
Q4
$624K Buy
+3,603
New +$624K 0.13% 97
2023
Q3
Sell
-42
Closed -$4.91K 1053
2023
Q2
$4.91K Buy
+42
New +$4.91K ﹤0.01% 503