KWM
DFS
Kingsview 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 |
-2,036
| Closed | -$347K | – | 1173 |
|
|
2025
Q1 | $347K | Buy |
2,036
+67
| +3% | +$11.4K | 0.01% | 840 |
|
|
2024
Q4 | $341K | Buy |
1,969
+305
| +18% | +$52.8K | 0.01% | 848 |
|
|
2024
Q3 | $233K | Buy |
1,664
+119
| +8% | +$16.7K | ﹤0.01% | 969 |
|
|
2024
Q2 | $202K | Sell |
1,545
-89
| -5% | -$11.6K | ﹤0.01% | 989 |
|
|
2024
Q1 | $214K | Buy |
+1,634
| New | +$214K | 0.01% | 945 |
|
|
2023
Q3 | – | Sell |
-2,271
| Closed | -$265K | – | 946 |
|
|
2023
Q2 | $265K | Sell |
2,271
-30,537
| -93% | -$3.57M | 0.01% | 783 |
|
|
2023
Q1 | $3.24M | Sell |
32,808
-9,160
| -22% | -$905K | 0.14% | 167 |
|
|
2022
Q4 | $4.11M | Buy |
41,968
+7,628
| +22% | +$746K | 0.18% | 137 |
|
|
2022
Q3 | $3.12M | Buy |
34,340
+4,074
| +13% | +$370K | 0.15% | 159 |
|
|
2022
Q2 | $2.86M | Buy |
30,266
+2,293
| +8% | +$217K | 0.14% | 168 |
|
|
2022
Q1 | $3.08M | Sell |
27,973
-4,814
| -15% | -$530K | 0.14% | 167 |
|
|
2021
Q4 | $3.79M | Buy |
32,787
+6,778
| +26% | +$783K | 0.16% | 139 |
|
|
2021
Q3 | $3.2M | Buy |
26,009
+1,823
| +8% | +$224K | 0.15% | 154 |
|
|
2021
Q2 | $2.88M | Buy |
24,186
+1,548
| +7% | +$185K | 0.14% | 161 |
|
|
2021
Q1 | $2.18M | Sell |
22,638
-7,254
| -24% | -$700K | 0.12% | 177 |
|
|
2020
Q4 | $2.71M | Buy |
29,892
+3,464
| +13% | +$314K | 0.2% | 118 |
|
|
2020
Q3 | $1.53M | Buy |
26,428
+5,648
| +27% | +$326K | 0.14% | 166 |
|
|
2020
Q2 | $1.04M | Buy |
20,780
+12,150
| +141% | +$609K | 0.1% | 197 |
|
|
2020
Q1 | $308K | Buy |
8,630
+3,371
| +64% | +$120K | 0.04% | 354 |
|
|
2019
Q4 | $446K | Buy |
5,259
+1,637
| +45% | +$139K | 0.06% | 301 |
|
|
2019
Q3 | $294K | Buy |
+3,622
| New | +$294K | 0.05% | 337 |
|