BHWM
DFS

Bay Harbor Wealth Management’s Discover Financial Services DFS Stock Holding History

Bay Harbor Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$1.36K Buy
2022
Q1 		– Sell
2021
Q4 		$78K Buy
2021
Q3 		$78K Buy
2021
Q2 		$50K Buy
2021
Q1 		$40K Buy
2020
Q4 		$37K Buy