Allen Mooney & Barnes Investment Advisors’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 | $495K | Hold |
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|
2024
Q4 | $502K | Hold |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $357K | Hold |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $320K | Buy |
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