SFWC
DFS

Strategic Family Wealth Counselors’s Discover Financial Services DFS Stock Holding History

Strategic Family Wealth Counselors’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
-1,437
Closed -$249K – 140
2024
Q4 		$249K Buy
1,437
+4
+0.3% +$693 0.08% 120
2024
Q3 		$201K Buy
+1,433
New +$201K 0.07% 131