IA
DFS
IFG Advisory’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-35,266
| Closed | -$6.02M | – | 738 |
|
|
2025
Q1 | $6.02M | Sell |
35,266
-867
| -2% | -$148K | 0.33% | 79 |
|
|
2024
Q4 | $6.26M | Sell |
36,133
-671
| -2% | -$116K | 0.35% | 73 |
|
|
2024
Q3 | $5.16M | Sell |
36,804
-1,210
| -3% | -$170K | 0.33% | 82 |
|
|
2024
Q2 | $4.97M | Sell |
38,014
-42
| -0.1% | -$5.49K | 0.32% | 78 |
|
|
2024
Q1 | $4.99M | Sell |
38,056
-156
| -0.4% | -$20.5K | 0.37% | 80 |
|
|
2023
Q4 | $4.3M | Buy |
38,212
+12,168
| +47% | +$1.37M | 0.31% | 88 |
|
|
2023
Q3 | $2.26M | Sell |
26,044
-37
| -0.1% | -$3.21K | 0.19% | 139 |
|
|
2023
Q2 | $3.05M | Buy |
26,081
+12,038
| +86% | +$1.41M | 0.27% | 105 |
|
|
2023
Q1 | $1.39M | Sell |
14,043
-105
| -0.7% | -$10.4K | 0.13% | 181 |
|
|
2022
Q4 | $1.38M | Sell |
14,148
-8,588
| -38% | -$840K | 0.14% | 161 |
|
|
2022
Q3 | $2.07M | Buy |
22,736
+9,379
| +70% | +$853K | 0.19% | 113 |
|
|
2022
Q2 | $1.26M | Sell |
13,357
-1,177
| -8% | -$111K | 0.13% | 158 |
|
|
2022
Q1 | $1.6M | Buy |
14,534
+1,015
| +8% | +$112K | 0.16% | 148 |
|
|
2021
Q4 | $1.56M | Sell |
13,519
-802
| -6% | -$92.7K | 0.15% | 153 |
|
|
2021
Q3 | $1.76M | Buy |
14,321
+1,250
| +10% | +$154K | 0.19% | 140 |
|
|
2021
Q2 | $1.55M | Buy |
13,071
+3,918
| +43% | +$463K | 0.17% | 151 |
|
|
2021
Q1 | $869K | Buy |
9,153
+2,057
| +29% | +$195K | 0.11% | 211 |
|
|
2020
Q4 | $642K | Buy |
7,096
+305
| +4% | +$27.6K | 0.09% | 229 |
|
|
2020
Q3 | $392K | Buy |
6,791
+901
| +15% | +$52K | 0.06% | 272 |
|
|
2020
Q2 | $295K | Sell |
5,890
-513
| -8% | -$25.7K | 0.05% | 312 |
|
|
2020
Q1 | $228K | Sell |
6,403
-81
| -1% | -$2.88K | 0.05% | 319 |
|
|
2019
Q4 | $549K | Buy |
6,484
+960
| +17% | +$81.3K | 0.1% | 219 |
|
|
2019
Q3 | $447K | Buy |
5,524
+1,021
| +23% | +$82.6K | 0.09% | 244 |
|
|
2019
Q2 | $349K | Buy |
4,503
+911
| +25% | +$70.6K | 0.06% | 254 |
|
|
2019
Q1 | $255K | Buy |
+3,592
| New | +$255K | 0.05% | 287 |
|