SWP
DFS

Sagespring Wealth Partners’s Discover Financial Services DFS Stock Holding History

Sagespring Wealth Partners’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
-1,785
Closed -$305K – 714
2025
Q1 		$305K Buy
1,785
+143
+9% +$24.4K 0.01% 509
2024
Q4 		$284K Buy
+1,642
New +$284K 0.01% 487