A detailed history of Cyndeo Wealth Partners, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,466 shares of DFS stock, worth $535,497. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,466
Previous 3,509 1.23%
Holding current value
$535,497
Previous $459,000 5.88%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$123.41 - $144.72 $5,306 - $6,222
-43 Reduced 1.23%
3,466 $486,000
Q2 2024

Jul 30, 2024

BUY
$119.57 - $130.81 $168,593 - $184,442
1,410 Added 67.17%
3,509 $459,000
Q1 2024

Apr 16, 2024

SELL
$97.0 - $131.09 $869,702 - $1.18 Million
-8,966 Reduced 81.03%
2,099 $275,000
Q4 2023

Jan 12, 2024

BUY
$80.49 - $112.57 $77,189 - $107,954
959 Added 9.49%
11,065 $1.24 Million
Q3 2023

Oct 10, 2023

BUY
$85.26 - $121.85 $31,375 - $44,840
368 Added 3.78%
10,106 $875,000
Q2 2023

Jul 27, 2023

SELL
$92.44 - $117.9 $700,880 - $893,917
-7,582 Reduced 43.78%
9,738 $1.14 Million
Q1 2023

Apr 21, 2023

SELL
$92.24 - $119.0 $916,681 - $1.18 Million
-9,938 Reduced 36.46%
17,320 $1.71 Million
Q4 2022

Jan 25, 2023

BUY
$90.8 - $108.78 $2.48 Million - $2.97 Million
27,258 New
27,258 $0

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 $42.2B
  • 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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