First Western Trust Bank’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,023
| Closed | -$345K | – | 196 |
|
|
2025
Q1 | $345K | Hold |
2,023
| – | – | 0.02% | 141 |
|
|
2024
Q4 | $350K | Hold |
2,023
| – | – | 0.02% | 150 |
|
|
2024
Q3 | $284K | Hold |
2,023
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $265K | Hold |
2,023
| – | – | 0.01% | 158 |
|
|
2024
Q1 | $265K | Buy |
2,023
+16
| +0.8% | +$2.1K | 0.01% | 170 |
|
|
2023
Q4 | $226K | Buy |
+2,007
| New | +$226K | 0.01% | 182 |
|
|
2023
Q3 | – | Sell |
-2,007
| Closed | -$235K | – | 173 |
|
|
2023
Q2 | $235K | Buy |
+2,007
| New | +$235K | 0.01% | 171 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 173 |
|
|
2022
Q2 | – | Sell |
-2,007
| Closed | -$227K | – | 176 |
|
|
2022
Q1 | $227K | Buy |
+2,007
| New | +$227K | 0.01% | 177 |
|