Journey Strategic 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
-1,186
Closed -$202K 670
2025
Q1
$202K Sell
1,186
-190
-14% -$32.4K 0.01% 468
2024
Q4
$238K Buy
+1,376
New +$238K 0.01% 408