SSWM
DFS

Smith Salley Wealth Management’s Discover Financial Services DFS Stock Holding History

Smith Salley Wealth 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
Q1 		– Sell
-1,267
Closed -$220K – 250
2024
Q4 		$220K Buy
+1,267
New +$220K 0.01% 232