BIM
DFS
Bridges Investment Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,020
| Closed | -$345K | – | 410 |
|
|
2025
Q1 | $345K | Hold |
2,020
| – | – | 0.01% | 322 |
|
|
2024
Q4 | $350K | Sell |
2,020
-7,319
| -78% | -$1.27M | ﹤0.01% | 326 |
|
|
2024
Q3 | $1.31M | Sell |
9,339
-1,189
| -11% | -$167K | 0.02% | 176 |
|
|
2024
Q2 | $1.38M | Buy |
+10,528
| New | +$1.38M | 0.02% | 162 |
|