Kingsview Wealth Management, LLC Discover Financial Services Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 1,664 shares of DFS stock, worth $292,980. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,664

Previous 1,545 7.7%

Holding current value

$292,980

Previous $202,000 15.35%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$123.41 - $144.72 $14,685 - $17,221	119 Added 7.7%	1,664 $233,000
Q2 2024 Aug 14, 2024	SELL	$119.57 - $130.81 $10,641 - $11,642	-89 Reduced 5.45%	1,545 $202,000
Q1 2024 May 09, 2024	BUY	$97.0 - $131.09 $158,498 - $214,201	1,634 New	1,634 $214,000
Q2 2023 Aug 10, 2023	SELL	$92.44 - $117.9 $2.82 Million - $3.6 Million	-30,537 Reduced 93.08%	2,271 $265,000
Q1 2023 May 15, 2023	SELL	$92.24 - $119.0 $844,918 - $1.09 Million	-9,160 Reduced 21.83%	32,808 $3.24 Million
Q4 2022 Feb 13, 2023	BUY	$90.8 - $108.78 $692,622 - $829,773	7,628 Added 22.21%	41,968 $4.11 Million
Q3 2022 Nov 14, 2022	BUY	$90.92 - $110.47 $370,408 - $450,054	4,074 Added 13.46%	34,340 $3.12 Million
Q2 2022 Aug 16, 2022	SELL	$89.53 - $120.58 $225,705 - $303,982	-2,521 Reduced 7.69%	30,266 $2.86 Million
Q1 2022 Feb 08, 2024	BUY	$101.35 - $129.4 $2.84 Million - $3.62 Million	27,973 New	27,973 $3.08 Million
Q4 2021 Feb 17, 2022	BUY	$106.13 - $132.99 $719,349 - $901,406	6,778 Added 26.06%	32,787 $3.79 Million
Q3 2021 Dec 03, 2021	BUY	$115.26 - $135.38 $210,118 - $246,797	1,823 Added 7.54%	26,009 $3.2 Million
Q2 2021 Aug 17, 2021	BUY	$96.8 - $124.19 $149,846 - $192,246	1,548 Added 6.84%	24,186 $2.88 Million
Q1 2021 May 24, 2021	SELL	$82.18 - $102.27 $596,133 - $741,866	-7,254 Reduced 24.27%	22,638 $2.18 Million
Q4 2020 Feb 16, 2021	BUY	$58.91 - $90.53 $204,064 - $313,595	3,464 Added 13.11%	29,892 $2.71 Million
Q3 2020 Nov 19, 2020	BUY	$46.45 - $59.54 $262,349 - $336,281	5,648 Added 27.18%	26,428 $1.53 Million
Q2 2020 Aug 14, 2020	BUY	$28.53 - $61.29 $346,639 - $744,673	12,150 Added 140.79%	20,780 $1.04 Million
Q1 2020 May 11, 2020	BUY	$25.25 - $85.85 $85,117 - $289,400	3,371 Added 64.1%	8,630 $308,000
Q4 2019 Jan 31, 2020	BUY	$75.17 - $86.7 $395,319 - $455,955	5,259 New	5,259 $446,000
Q4 2019 Jan 30, 2020	SELL	$75.17 - $86.7 $272,265 - $314,027	-3,622 Closed	0 $0
Q3 2019 Jan 29, 2020	BUY	$76.76 - $92.91 $278,024 - $336,520	3,622 New	3,622 $294,000

Others Institutions Holding DFS

# of Institutions

1,169

Shares Held

201M

Call Options Held

1.68M

Put Options Held

2.32M

View Full List

About Discover Financial Services

Ticker DFS
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 273,225,984
Market Cap $48.1B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC Discover Financial Services Transaction History