DWM
DFS
Dakota Wealth 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 |
-1,993
| Closed | -$340K | – | 773 |
|
|
2025
Q1 | $340K | Sell |
1,993
-671
| -25% | -$115K | 0.01% | 583 |
|
|
2024
Q4 | $462K | Buy |
2,664
+113
| +4% | +$19.6K | 0.01% | 521 |
|
|
2024
Q3 | $358K | Buy |
+2,551
| New | +$358K | 0.01% | 559 |
|
|
2024
Q2 | – | Sell |
-2,119
| Closed | -$278K | – | 721 |
|
|
2024
Q1 | $278K | Sell |
2,119
-1,607
| -43% | -$211K | 0.01% | 598 |
|
|
2023
Q4 | $419K | Buy |
3,726
+376
| +11% | +$42.3K | 0.02% | 451 |
|
|
2023
Q3 | $290K | Buy |
+3,350
| New | +$290K | 0.01% | 493 |
|