IMA Advisory Services’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $798K | Sell |
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|
2024
Q4 | $889K | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $32K | Buy |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $237K | Sell |
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|
2015
Q1 | $241K | Buy |
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|
2014
Q4 | $264K | Sell |
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|
2014
Q3 | $274K | Buy |
|