MYIA
DFS
Mount Yale 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 |
-3,206
| Closed | -$547K | – | 1496 |
|
|
2025
Q1 | $547K | Sell |
3,206
-1,883
| -37% | -$322K | 0.05% | 310 |
|
|
2024
Q4 | $882K | Sell |
5,089
-39,396
| -89% | -$6.82M | 0.07% | 224 |
|
|
2024
Q3 | $6.24M | Sell |
44,485
-2,648
| -6% | -$371K | 0.6% | 25 |
|
|
2024
Q2 | $6.17M | Sell |
47,133
-13,243
| -22% | -$1.73M | 0.49% | 31 |
|
|
2024
Q1 | $7.91M | Sell |
60,376
-19,454
| -24% | -$2.55M | 0.61% | 23 |
|
|
2023
Q4 | $8.97M | Buy |
79,830
+71,167
| +822% | +$8M | 0.85% | 9 |
|
|
2023
Q3 | $751K | Sell |
8,663
-54,397
| -86% | -$4.71M | 0.08% | 235 |
|
|
2023
Q2 | $7.37M | Sell |
63,060
-6,061
| -9% | -$708K | 0.78% | 12 |
|
|
2023
Q1 | $6.83M | Buy |
69,121
+12,473
| +22% | +$1.23M | 0.77% | 20 |
|
|
2022
Q4 | $5.54M | Sell |
56,648
-10,857
| -16% | -$1.06M | 0.63% | 42 |
|
|
2022
Q3 | $6.14M | Buy |
67,505
+2,327
| +4% | +$212K | 0.82% | 15 |
|
|
2022
Q2 | $6.17M | Sell |
65,178
-2,174
| -3% | -$206K | 0.78% | 21 |
|
|
2022
Q1 | $7.42M | Buy |
67,352
+2,970
| +5% | +$327K | 0.81% | 18 |
|
|
2021
Q4 | $7.44M | Buy |
64,382
+51,550
| +402% | +$5.96M | 0.77% | 18 |
|
|
2021
Q3 | $1.58M | Sell |
12,832
-1,572
| -11% | -$193K | 0.18% | 130 |
|
|
2021
Q2 | $1.7M | Buy |
14,404
+193
| +1% | +$22.8K | 0.21% | 104 |
|
|
2021
Q1 | $1.35M | Sell |
14,211
-237
| -2% | -$22.5K | 0.18% | 120 |
|
|
2020
Q4 | $1.31M | Sell |
14,448
-921
| -6% | -$83.4K | 0.18% | 123 |
|
|
2020
Q3 | $888K | Buy |
15,369
+328
| +2% | +$19K | 0.13% | 162 |
|
|
2020
Q2 | $753K | Sell |
15,041
-1,191
| -7% | -$59.6K | 0.13% | 162 |
|
|
2020
Q1 | $579K | Buy |
16,232
+1,833
| +13% | +$65.4K | 0.13% | 150 |
|
|
2019
Q4 | $1.08M | Buy |
14,399
+954
| +7% | +$71.7K | 0.19% | 116 |
|
|
2019
Q3 | $1.14M | Sell |
13,445
-2,369
| -15% | -$200K | 0.2% | 106 |
|
|
2019
Q2 | $1.33M | Sell |
15,814
-1,471
| -9% | -$123K | 0.24% | 94 |
|
|
2019
Q1 | $1.23M | Sell |
17,285
-1,834
| -10% | -$131K | 0.23% | 102 |
|
|
2018
Q4 | $1.3M | Buy |
19,119
+1,902
| +11% | +$129K | 0.26% | 94 |
|
|
2018
Q3 | $1.22M | Buy |
17,217
+4,173
| +32% | +$295K | 0.21% | 101 |
|
|
2018
Q2 | $918K | Sell |
13,044
-95
| -0.7% | -$6.69K | 0.17% | 118 |
|
|
2018
Q1 | $945K | Buy |
+13,139
| New | +$945K | 0.2% | 108 |
|