IAS
DFS
IMA Advisory Services’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,674
| Closed | -$798K | – | 558 |
|
|
2025
Q1 | $798K | Sell |
4,674
-456
| -9% | -$77.8K | 0.09% | 129 |
|
|
2024
Q4 | $889K | Sell |
5,130
-2,725
| -35% | -$472K | 0.11% | 123 |
|
|
2024
Q3 | $1.1M | Buy |
+7,855
| New | +$1.1M | 0.24% | 92 |
|
|
2019
Q2 | – | Sell |
-449
| Closed | -$32K | – | 286 |
|
|
2019
Q1 | $32K | Buy |
449
+420
| +1,448% | +$29.9K | 0.01% | 169 |
|
|
2018
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 289 |
|
|
2018
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 294 |
|
|
2018
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 390 |
|
|
2015
Q3 | – | Sell |
-4,110
| Closed | -$237K | – | 133 |
|
|
2015
Q2 | $237K | Sell |
4,110
-170
| -4% | -$9.8K | 0.11% | 138 |
|
|
2015
Q1 | $241K | Buy |
4,280
+250
| +6% | +$14.1K | 0.12% | 137 |
|
|
2014
Q4 | $264K | Sell |
4,030
-220
| -5% | -$14.4K | 0.14% | 130 |
|
|
2014
Q3 | $274K | Buy |
+4,250
| New | +$274K | 0.13% | 139 |
|