AIMC
DFS
Alley Investment Management Company’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-59,433
| Closed | -$10.1M | – | 86 |
|
|
2025
Q1 | $10.1M | Sell |
59,433
-19,182
| -24% | -$3.27M | 1.27% | 34 |
|
|
2024
Q4 | $13.6M | Buy |
78,615
+1,234
| +2% | +$214K | 1.72% | 25 |
|
|
2024
Q3 | $10.9M | Sell |
77,381
-516
| -0.7% | -$72.4K | 1.37% | 35 |
|
|
2024
Q2 | $10.2M | Buy |
77,897
+327
| +0.4% | +$42.8K | 1.39% | 33 |
|
|
2024
Q1 | $10.2M | Sell |
77,570
-445
| -0.6% | -$58.3K | 1.4% | 34 |
|
|
2023
Q4 | $8.77M | Sell |
78,015
-975
| -1% | -$110K | 1.28% | 37 |
|
|
2023
Q3 | $6.84M | Buy |
78,990
+1,563
| +2% | +$135K | 1.16% | 39 |
|
|
2023
Q2 | $9.05M | Sell |
77,427
-163
| -0.2% | -$19K | 1.46% | 32 |
|
|
2023
Q1 | $7.67M | Buy |
77,590
+3,307
| +4% | +$327K | 1.28% | 36 |
|
|
2022
Q4 | $7.27M | Buy |
74,283
+26,639
| +56% | +$2.61M | 1.25% | 35 |
|
|
2022
Q3 | $4.33M | Buy |
47,644
+141
| +0.3% | +$12.8K | 0.86% | 46 |
|
|
2022
Q2 | $4.49M | Buy |
47,503
+607
| +1% | +$57.4K | 0.85% | 46 |
|
|
2022
Q1 | $5.17M | Buy |
+46,896
| New | +$5.17M | 0.85% | 45 |
|