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
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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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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 |
More positions owned by Confluence Wealth Services
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