SFS
DFS

Sowell Financial Services’s Discover Financial Services DFS Stock Holding History

Sowell Financial Services’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
-6,334
Closed -$1.08M – 1051
2025
Q1 		$1.08M Buy
+6,334
New +$1.16M 0.05% 366
2023
Q2 		– Sell
-4,191
Closed -$414K – 612
2023
Q1 		$414K Buy
+4,191
New +$449K 0.03% 483
2021
Q2 		– Sell
-6,025
Closed -$709K – 1049
2021
Q1 		$709K Sell
6,025
-373
-6% -$35.2K 0.02% 518
2020
Q4 		$579K Buy
6,398
+1,416
+28% +$106K 0.02% 482
2020
Q3 		$288K Buy
4,982
+2,654
+114% +$139K 0.01% 629
2020
Q2 		$117K Buy
2,328
+439
+23% +$19.3K 0.01% 918
2020
Q1 		$67K Sell
1,889
-1,029
-35% -$68.2K 0.01% 954
2019
Q4 		$247K Sell
2,918
-135
-4% -$11.1K 0.02% 646
2019
Q3 		$248K Buy
+3,053
New +$252K 0.02% 579
2017
Q1 		– Sell
-1,251
Closed -$89K – 323
2016
Q4 		$89K Buy
+1,251
New +$79.5K 0.03% 281

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