Integris 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 |
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|
2025
Q1 | $799K | Hold |
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|
2024
Q4 | $811K | Hold |
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|
2024
Q3 | $657K | Hold |
|
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|
2024
Q2 | $612K | Hold |
|
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|
2024
Q1 | $614K | Hold |
|
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|
2023
Q4 | $526K | Hold |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $547K | Hold |
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|
2023
Q1 | $463K | Hold |
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|
2022
Q4 | $458K | Buy |
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