Integrated Advisors Network’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,556
| Closed | -$436K | – | 749 |
|
|
2025
Q1 | $436K | Sell |
2,556
-2,213
| -46% | -$378K | 0.02% | 491 |
|
|
2024
Q4 | $826K | Buy |
4,769
+84
| +2% | +$14.6K | 0.04% | 341 |
|
|
2024
Q3 | $657K | Sell |
4,685
-399
| -8% | -$56K | 0.03% | 396 |
|
|
2024
Q2 | $665K | Buy |
5,084
+733
| +17% | +$95.9K | 0.03% | 378 |
|
|
2024
Q1 | $570K | Sell |
4,351
-747
| -15% | -$97.9K | 0.03% | 427 |
|
|
2023
Q4 | $573K | Buy |
5,098
+44
| +0.9% | +$4.95K | 0.03% | 398 |
|
|
2023
Q3 | $438K | Sell |
5,054
-10,338
| -67% | -$896K | 0.03% | 447 |
|
|
2023
Q2 | $1.8M | Sell |
15,392
-197
| -1% | -$23K | 0.1% | 208 |
|
|
2023
Q1 | $1.54M | Buy |
15,589
+3,733
| +31% | +$369K | 0.09% | 220 |
|
|
2022
Q4 | $1.16M | Buy |
11,856
+742
| +7% | +$72.6K | 0.07% | 260 |
|
|
2022
Q3 | $1.01M | Buy |
11,114
+1,974
| +22% | +$179K | 0.07% | 268 |
|
|
2022
Q2 | $864K | Buy |
+9,140
| New | +$864K | 0.06% | 305 |
|