AMBIA
DFS
Allen Mooney & Barnes Investment Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,900
| Closed | -$495K | – | 155 |
|
|
2025
Q1 | $495K | Hold |
2,900
| – | – | 0.08% | 102 |
|
|
2024
Q4 | $502K | Hold |
2,900
| – | – | 0.08% | 102 |
|
|
2024
Q3 | $407K | Hold |
2,900
| – | – | 0.07% | 113 |
|
|
2024
Q2 | $379K | Hold |
2,900
| – | – | 0.07% | 119 |
|
|
2024
Q1 | $357K | Hold |
2,900
| – | – | 0.07% | 128 |
|
|
2023
Q4 | $326K | Sell |
2,900
-336
| -10% | -$37.8K | 0.06% | 124 |
|
|
2023
Q3 | $280K | Hold |
3,236
| – | – | 0.06% | 122 |
|
|
2023
Q2 | $378K | Buy |
3,236
+336
| +12% | +$39.3K | 0.08% | 101 |
|
|
2023
Q1 | $287K | Hold |
2,900
| – | – | 0.07% | 114 |
|
|
2022
Q4 | $284K | Hold |
2,900
| – | – | 0.07% | 111 |
|
|
2022
Q3 | $264K | Hold |
2,900
| – | – | 0.07% | 114 |
|
|
2022
Q2 | $274K | Hold |
2,900
| – | – | 0.07% | 118 |
|
|
2022
Q1 | $320K | Buy |
+2,900
| New | +$320K | 0.07% | 121 |
|