AIM
DFS
Anchor Investment Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-371
| Closed | -$63.3K | – | 1049 |
|
|
2025
Q1 | $63.3K | Hold |
371
| – | – | 0.01% | 532 |
|
|
2024
Q4 | $64.3K | Hold |
371
| – | – | 0.01% | 532 |
|
|
2024
Q3 | $52K | Hold |
371
| – | – | ﹤0.01% | 562 |
|
|
2024
Q2 | $48.5K | Hold |
371
| – | – | 0.01% | 524 |
|
|
2024
Q1 | $48.6K | Hold |
371
| – | – | 0.01% | 540 |
|
|
2023
Q4 | $41.7K | Hold |
371
| – | – | ﹤0.01% | 546 |
|
|
2023
Q3 | $32.1K | Hold |
371
| – | – | ﹤0.01% | 581 |
|
|
2023
Q2 | $43.4K | Hold |
371
| – | – | 0.01% | 527 |
|
|
2023
Q1 | $36.7K | Buy |
371
+321
| +642% | +$31.7K | 0.01% | 577 |
|
|
2022
Q4 | $4.89K | Hold |
50
| – | – | ﹤0.01% | 797 |
|
|
2022
Q3 | $4.55K | Hold |
50
| – | – | ﹤0.01% | 809 |
|
|
2022
Q2 | $4.73K | Hold |
50
| – | – | ﹤0.01% | 813 |
|
|
2022
Q1 | $5.51K | Hold |
50
| – | – | ﹤0.01% | 828 |
|
|
2021
Q4 | $5.78K | Sell |
50
-53
| -51% | -$6.13K | ﹤0.01% | 855 |
|
|
2021
Q3 | $12.7K | Buy |
103
+53
| +106% | +$6.51K | ﹤0.01% | 686 |
|
|
2021
Q2 | $5.92K | Hold |
50
| – | – | ﹤0.01% | 790 |
|
|
2021
Q1 | $4.75K | Hold |
50
| – | – | ﹤0.01% | 787 |
|
|
2020
Q4 | $4.53K | Hold |
50
| – | – | ﹤0.01% | 763 |
|
|
2020
Q3 | $2.89K | Sell |
50
-1,203
| -96% | -$69.5K | ﹤0.01% | 776 |
|
|
2020
Q2 | $62.8K | Hold |
1,253
| – | – | 0.01% | 402 |
|
|
2020
Q1 | $44.7K | Buy |
1,253
+1,203
| +2,406% | +$42.9K | 0.01% | 442 |
|
|
2019
Q4 | $4.24K | Hold |
50
| – | – | ﹤0.01% | 719 |
|
|
2019
Q3 | $4.06K | Hold |
50
| – | – | ﹤0.01% | 713 |
|
|
2019
Q2 | $3.88K | Hold |
50
| – | – | ﹤0.01% | 709 |
|
|
2019
Q1 | $3.56K | Hold |
50
| – | – | ﹤0.01% | 713 |
|
|
2018
Q4 | $2.95K | Hold |
50
| – | – | ﹤0.01% | 737 |
|
|
2018
Q3 | $3.82K | Hold |
50
| – | – | ﹤0.01% | 743 |
|
|
2018
Q2 | $3.52K | Hold |
50
| – | – | ﹤0.01% | 765 |
|
|
2018
Q1 | $3.6K | Hold |
50
| – | – | ﹤0.01% | 738 |
|
|
2017
Q4 | $3.85K | Hold |
50
| – | – | ﹤0.01% | 736 |
|
|
2017
Q3 | $3.22K | Hold |
50
| – | – | ﹤0.01% | 718 |
|
|
2017
Q2 | $3.11K | Sell |
50
-300
| -86% | -$18.7K | ﹤0.01% | 662 |
|
|
2017
Q1 | $23.9K | Hold |
350
| – | – | 0.01% | 470 |
|
|
2016
Q4 | $25.2K | Buy |
350
+300
| +600% | +$21.6K | 0.01% | 448 |
|
|
2016
Q3 | $2.83K | Hold |
50
| – | – | ﹤0.01% | 618 |
|
|
2016
Q2 | $2.68K | Hold |
50
| – | – | ﹤0.01% | 616 |
|
|
2016
Q1 | $2.55K | Buy |
+50
| New | +$2.55K | ﹤0.01% | 606 |
|