SteelPeak Wealth’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.39M Buy
2024
Q4
Sell
2024
Q3
$3.53M Sell
2024
Q2
$3.64M Buy
2024
Q1
$3.63M Buy
2023
Q4
$1.2M Sell
2023
Q3
$2.74M Buy
2023
Q2
$1.72M Buy
2022
Q1
Sell
2021
Q4
$214K Hold
2021
Q3
$227K Sell
2021
Q2
$354K Buy
2020
Q2
Sell
2020
Q1
$639K Buy
2019
Q4
$1.23M Buy