Independent Advisor Alliance’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 | $340K | Buy |
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|
2024
Q4 | $289K | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $521K | Buy |
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|
2021
Q3 | $492K | Buy |
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|
2021
Q2 | $459K | Hold |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $364K | Buy |
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|
2020
Q3 | $219K | Buy |
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