FTWA
DFS
Fifth Third Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,787
| Closed | -$1.16M | – | 754 |
|
|
2025
Q1 | $1.16M | Buy |
6,787
+3,694
| +119% | +$631K | 0.06% | 201 |
|
|
2024
Q4 | $536K | Buy |
3,093
+200
| +7% | +$34.6K | 0.03% | 310 |
|
|
2024
Q3 | $406K | Sell |
2,893
-15
| -0.5% | -$2.1K | 0.02% | 365 |
|
|
2024
Q2 | $380K | Buy |
+2,908
| New | +$380K | 0.03% | 337 |
|