SWM
DFS

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

Silverlake Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,236
Closed -$211K – 318
2025
Q1 		$211K Hold
1,236
– – 0.08% 236
2024
Q4 		$214K Buy
+1,236
New +$214K 0.08% 246
2022
Q1 		– Sell
-3,816
Closed -$441K – 233
2021
Q4 		$441K Buy
+3,816
New +$441K 0.24% 108