A detailed history of Ever Source Wealth Advisors, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,958 shares of DFS stock, worth $268,872. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,958
Previous 1,127 73.74%
Holding current value
$268,872
Previous $147,000 74.15%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$119.57 - $130.81 $99,362 - $108,703
831 Added 73.74%
1,958 $256,000
Q1 2024

Jun 11, 2024

SELL
$97.0 - $131.09 $5,044 - $6,816
-52 Reduced 4.41%
1,127 $147,000
Q4 2023

Feb 09, 2024

BUY
$80.49 - $112.57 $6,600 - $9,230
82 Added 7.47%
1,179 $132,000
Q3 2023

Nov 03, 2023

SELL
$85.26 - $121.85 $10,828 - $15,474
-127 Reduced 10.38%
1,097 $95,000
Q2 2023

Aug 04, 2023

SELL
$92.44 - $117.9 $29,303 - $37,374
-317 Reduced 20.57%
1,224 $143,000
Q1 2023

May 11, 2023

SELL
$92.24 - $119.0 $13,559 - $17,493
-147 Reduced 8.71%
1,541 $152,000
Q4 2022

Feb 09, 2023

SELL
$90.8 - $108.78 $41,949 - $50,256
-462 Reduced 21.49%
1,688 $165,000
Q3 2022

Nov 07, 2022

SELL
$90.92 - $110.47 $119,014 - $144,605
-1,309 Reduced 37.84%
2,150 $196,000
Q2 2022

Aug 01, 2022

BUY
$89.53 - $120.58 $27,306 - $36,776
305 Added 9.67%
3,459 $327,000
Q1 2022

May 25, 2022

BUY
$101.35 - $129.4 $105,099 - $134,187
1,037 Added 48.98%
3,154 $348,000
Q4 2021

Feb 07, 2022

BUY
$106.13 - $132.99 $224,677 - $281,539
2,117 New
2,117 $245,000

Others Institutions Holding DFS

About Discover Financial Services


  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $37.5B
  • Description
  • Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...
More about DFS
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