IIA
DFS
Integral Investment Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,726
| Closed | -$1.32M | – | 157 |
|
|
2025
Q1 | $1.32M | Sell |
7,726
-315
| -4% | -$53.8K | 0.42% | 44 |
|
|
2024
Q4 | $1.39M | Buy |
8,041
+24
| +0.3% | +$4.16K | 0.45% | 45 |
|
|
2024
Q3 | $1.12M | Buy |
8,017
+273
| +4% | +$38.3K | 0.38% | 52 |
|
|
2024
Q2 | $958K | Buy |
7,744
+2,158
| +39% | +$267K | 0.35% | 59 |
|
|
2024
Q1 | $715K | Buy |
5,586
+1,028
| +23% | +$132K | 0.3% | 71 |
|
|
2023
Q4 | $512K | Buy |
4,558
+409
| +10% | +$46K | 0.33% | 53 |
|
|
2023
Q3 | $359K | Buy |
4,149
+285
| +7% | +$24.7K | 0.25% | 60 |
|
|
2023
Q2 | $452K | Buy |
3,864
+35
| +0.9% | +$4.09K | 0.3% | 53 |
|
|
2023
Q1 | $378K | Sell |
3,829
-763
| -17% | -$75.4K | 0.27% | 57 |
|
|
2022
Q4 | $449K | Sell |
4,592
-322
| -7% | -$31.5K | 0.35% | 52 |
|
|
2022
Q3 | $447K | Buy |
4,914
+93
| +2% | +$8.46K | 0.37% | 56 |
|
|
2022
Q2 | $456K | Sell |
4,821
-74
| -2% | -$7K | 0.39% | 56 |
|
|
2022
Q1 | $539K | Buy |
4,895
+279
| +6% | +$30.7K | 0.34% | 61 |
|
|
2021
Q4 | $533K | Buy |
+4,616
| New | +$533K | 0.38% | 54 |
|