IAA
DFS
Independent Advisor Alliance’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,992
| Closed | -$340K | – | 904 |
|
|
2025
Q1 | $340K | Buy |
1,992
+324
| +19% | +$55.3K | 0.01% | 623 |
|
|
2024
Q4 | $289K | Buy |
+1,668
| New | +$289K | ﹤0.01% | 1155 |
|
|
2022
Q3 | – | Sell |
-2,125
| Closed | -$201K | – | 632 |
|
|
2022
Q2 | $201K | Sell |
2,125
-156
| -7% | -$14.8K | 0.01% | 571 |
|
|
2022
Q1 | $251K | Sell |
2,281
-2,226
| -49% | -$245K | 0.01% | 546 |
|
|
2021
Q4 | $521K | Buy |
4,507
+501
| +13% | +$57.9K | 0.03% | 389 |
|
|
2021
Q3 | $492K | Buy |
4,006
+126
| +3% | +$15.5K | 0.03% | 386 |
|
|
2021
Q2 | $459K | Hold |
3,880
| – | – | 0.03% | 409 |
|
|
2021
Q1 | $369K | Sell |
3,880
-139
| -3% | -$13.2K | 0.02% | 438 |
|
|
2020
Q4 | $364K | Buy |
4,019
+234
| +6% | +$21.2K | 0.02% | 406 |
|
|
2020
Q3 | $219K | Buy |
+3,785
| New | +$219K | 0.02% | 438 |
|