A detailed history of Summit Trail Advisors, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 1,971 shares of DFS stock, worth $348,039. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,971
Holding current value
$348,039
% of portfolio
0.01%

Shares

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

Nov 12, 2024

BUY
$123.41 - $144.72 $243,241 - $285,243
1,971 New
1,971 $276,000
Q2 2018

Aug 10, 2018

SELL
$69.58 - $78.22 $502,228 - $564,591
-7,218 Closed
0 $0
Q1 2018

May 22, 2018

SELL
$70.07 - $81.31 $18 Million - $20.9 Million
-257,248 Reduced 97.27%
7,218 $264,000
Q1 2018

May 21, 2018

BUY
$70.07 - $81.31 $18.1 Million - $21 Million
258,836 Added 4597.44%
264,466 $264,000
Q4 2017

Feb 14, 2018

BUY
$63.81 - $77.5 $359,250 - $436,325
5,630
5,630 $439,000

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 $48.2B
  • 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
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.