SWM
DFS

Segment Wealth Management’s Discover Financial Services DFS Stock Holding History

Segment Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$947K Buy
2024
Q4 		$947K Hold
2024
Q3 		$767K Sell
2024
Q2 		$719K Hold
2024
Q1 		$721K Buy
2023
Q4 		$562K Buy
2020
Q1 		– Sell
2019
Q4 		$218K Buy
2018
Q4 		– Sell
2018
Q3 		$200K Buy