SWM
DFS
Segment 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 |
-5,550
| Closed | -$947K | – | 287 |
|
|
2025
Q1 | $947K | Buy |
5,550
+83
| +2% | +$14.2K | 0.06% | 158 |
|
|
2024
Q4 | $947K | Hold |
5,467
| – | – | 0.06% | 156 |
|
|
2024
Q3 | $767K | Sell |
5,467
-33
| -0.6% | -$4.63K | 0.05% | 164 |
|
|
2024
Q2 | $719K | Hold |
5,500
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $721K | Buy |
5,500
+504
| +10% | +$66.1K | 0.05% | 167 |
|
|
2023
Q4 | $562K | Buy |
+4,996
| New | +$562K | 0.05% | 173 |
|
|
2020
Q1 | – | Sell |
-2,562
| Closed | -$218K | – | 198 |
|
|
2019
Q4 | $218K | Buy |
+2,562
| New | +$218K | 0.04% | 222 |
|
|
2018
Q4 | – | Sell |
-2,618
| Closed | -$200K | – | 191 |
|
|
2018
Q3 | $200K | Buy |
+2,618
| New | +$200K | 0.04% | 211 |
|