Acima Private Wealth’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $288K | Hold |
|
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|
2024
Q2 | $269K | Hold |
|
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|
2024
Q1 | $270K | Hold |
|
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $178K | Hold |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $203K | Hold |
|
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|
2022
Q4 | $201K | Hold |
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|
2022
Q3 | $187K | Hold |
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|
2022
Q2 | $194K | Hold |
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $238K | Hold |
|
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $243K | Hold |
|
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|
2021
Q1 | $195K | Hold |
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|
2020
Q4 | $186K | Hold |
|
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|
2020
Q3 | $119K | Sell |
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|
2020
Q2 | $104K | Hold |
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|
2020
Q1 | $74K | Hold |
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|
2019
Q4 | $176K | Hold |
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|
2019
Q3 | $168K | Hold |
|
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|
2019
Q2 | $161K | Hold |
|
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|
2019
Q1 | $147K | Hold |
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|
2018
Q4 | $122K | Buy |
|