KIA
DFS
KCM Investment 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 |
-1,223
| Closed | -$209K | – | 382 |
|
|
2025
Q1 | $209K | Hold |
1,223
| – | – | 0.01% | 350 |
|
|
2024
Q4 | $212K | Buy |
+1,223
| New | +$212K | 0.01% | 352 |
|
|
2022
Q2 | – | Sell |
-2,423
| Closed | -$267K | – | 391 |
|
|
2022
Q1 | $267K | Hold |
2,423
| – | – | 0.01% | 363 |
|
|
2021
Q4 | $280K | Buy |
+2,423
| New | +$280K | 0.01% | 352 |
|