Acima Private Wealth’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,056
| Closed | -$351K | – | 181 |
|
|
2025
Q1 | $351K | Hold |
2,056
| – | – | 0.13% | 90 |
|
|
2024
Q4 | $356K | Hold |
2,056
| – | – | 0.12% | 96 |
|
|
2024
Q3 | $288K | Hold |
2,056
| – | – | 0.1% | 108 |
|
|
2024
Q2 | $269K | Hold |
2,056
| – | – | 0.1% | 105 |
|
|
2024
Q1 | $270K | Hold |
2,056
| – | – | 0.1% | 110 |
|
|
2023
Q4 | $231K | Hold |
2,056
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $178K | Hold |
2,056
| – | – | 0.08% | 130 |
|
|
2023
Q2 | $240K | Hold |
2,056
| – | – | 0.12% | 120 |
|
|
2023
Q1 | $203K | Hold |
2,056
| – | – | 0.1% | 126 |
|
|
2022
Q4 | $201K | Hold |
2,056
| – | – | 0.1% | 121 |
|
|
2022
Q3 | $187K | Hold |
2,056
| – | – | 0.1% | 119 |
|
|
2022
Q2 | $194K | Hold |
2,056
| – | – | 0.1% | 120 |
|
|
2022
Q1 | $227K | Hold |
2,056
| – | – | 0.1% | 120 |
|
|
2021
Q4 | $238K | Hold |
2,056
| – | – | 0.1% | 120 |
|
|
2021
Q3 | $253K | Hold |
2,056
| – | – | 0.12% | 116 |
|
|
2021
Q2 | $243K | Hold |
2,056
| – | – | 0.11% | 116 |
|
|
2021
Q1 | $195K | Hold |
2,056
| – | – | 0.1% | 123 |
|
|
2020
Q4 | $186K | Hold |
2,056
| – | – | 0.1% | 122 |
|
|
2020
Q3 | $119K | Sell |
2,056
-16
| -0.8% | -$926 | 0.07% | 129 |
|
|
2020
Q2 | $104K | Hold |
2,072
| – | – | 0.07% | 140 |
|
|
2020
Q1 | $74K | Hold |
2,072
| – | – | 0.06% | 151 |
|
|
2019
Q4 | $176K | Hold |
2,072
| – | – | 0.12% | 142 |
|
|
2019
Q3 | $168K | Hold |
2,072
| – | – | 0.13% | 143 |
|
|
2019
Q2 | $161K | Hold |
2,072
| – | – | 0.13% | 137 |
|
|
2019
Q1 | $147K | Hold |
2,072
| – | – | 0.13% | 137 |
|
|
2018
Q4 | $122K | Buy |
+2,072
| New | +$122K | 0.12% | 139 |
|