IA
DFS
IFG 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 |
-10,213
| Closed | -$1.74M | – | 162 |
|
|
2025
Q1 | $1.74M | Hold |
10,213
| – | – | 0.34% | 38 |
|
|
2024
Q4 | $1.77M | Hold |
10,213
| – | – | 0.35% | 36 |
|
|
2024
Q3 | $1.43M | Hold |
10,213
| – | – | 0.31% | 40 |
|
|
2024
Q2 | $1.34M | Buy |
10,213
+284
| +3% | +$37.2K | 0.32% | 40 |
|
|
2024
Q1 | $1.3M | Hold |
9,929
| – | – | 0.34% | 36 |
|
|
2023
Q4 | $1.12M | Hold |
9,929
| – | – | 0.33% | 37 |
|
|
2023
Q3 | $860K | Hold |
9,929
| – | – | 0.31% | 38 |
|
|
2023
Q2 | $1.16M | Hold |
9,929
| – | – | 0.41% | 31 |
|
|
2023
Q1 | $981K | Hold |
9,929
| – | – | 0.39% | 34 |
|
|
2022
Q4 | $971K | Hold |
9,929
| – | – | 0.42% | 35 |
|
|
2022
Q3 | $903K | Hold |
9,929
| – | – | 0.46% | 31 |
|
|
2022
Q2 | $939K | Hold |
9,929
| – | – | 0.48% | 31 |
|
|
2022
Q1 | $1.09M | Hold |
9,929
| – | – | 0.48% | 34 |
|
|
2021
Q4 | $1.15M | Hold |
9,929
| – | – | 0.49% | 31 |
|
|
2021
Q3 | $1.22M | Buy |
+9,929
| New | +$1.22M | 0.56% | 27 |
|