SWM
DFS
Sendero 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 |
-3,308
| Closed | -$565K | – | 193 |
|
|
2025
Q1 | $565K | Buy |
3,308
+467
| +16% | +$79.7K | 0.08% | 133 |
|
|
2024
Q4 | $492K | Buy |
2,841
+555
| +24% | +$96.1K | 0.07% | 127 |
|
|
2024
Q3 | $321K | Buy |
2,286
+147
| +7% | +$20.6K | 0.05% | 144 |
|
|
2024
Q2 | $280K | Buy |
+2,139
| New | +$280K | 0.05% | 146 |
|