Chicago Wealth Management’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$516K Hold
2024
Q4
$524K Hold
2024
Q3
$424K Hold
2024
Q2
$395K Sell
2024
Q1
$409K Hold
2023
Q4
$351K Hold
2023
Q3
$271K Hold
2023
Q2
$365K Hold
2023
Q1
$309K Hold
2022
Q4
$306K Hold
2022
Q3
$284K Hold
2022
Q2
$295K Hold
2022
Q1
$344K Hold
2021
Q4
$361K Hold
2021
Q3
$384K Hold
2021
Q2
$369K Hold
2021
Q1
$297K Hold
2020
Q4
$283K Buy