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Discover Financial Services shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Discover Financial Services (DFS) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Discover Financial Services by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $294k 2.1k 140.29
2024-06-30 $274k 2.1k 130.81
2024-03-31 $275k 2.1k 131.09
2023-12-31 $236k 2.1k 112.40
2023-06-30 $269k 2.3k 116.85
2023-03-31 $234k 2.4k 98.84
2022-12-31 $231k 2.4k 97.83
2022-09-30 $209k 2.3k 90.83
2022-06-30 $252k 2.3k 108.11
2021-12-31 $11k 103 106.80