PAI
DFS
Pittenger & Anderson Inc’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,085
| Closed | -$1.21M | – | 430 |
|
|
2025
Q1 | $1.21M | Buy |
7,085
+7,045
| +17,613% | +$1.2M | 0.04% | 146 |
|
|
2024
Q4 | $6.93K | Hold |
40
| – | – | ﹤0.01% | 377 |
|
|
2024
Q3 | $5.61K | Hold |
40
| – | – | ﹤0.01% | 397 |
|
|
2024
Q2 | $5.23K | Buy |
+40
| New | +$5.23K | ﹤0.01% | 398 |
|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$175K | – | 435 |
|
|
2023
Q2 | $175K | Hold |
1,500
| – | – | 0.01% | 211 |
|
|
2023
Q1 | $148K | Hold |
1,500
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $147K | Hold |
1,500
| – | – | 0.01% | 222 |
|
|
2022
Q3 | $136K | Sell |
1,500
-57
| -4% | -$5.17K | 0.01% | 219 |
|
|
2022
Q2 | $147K | Hold |
1,557
| – | – | 0.01% | 220 |
|
|
2022
Q1 | $172K | Buy |
1,557
+8
| +0.5% | +$884 | 0.01% | 222 |
|
|
2021
Q4 | $179K | Hold |
1,549
| – | – | 0.01% | 221 |
|
|
2021
Q3 | $190K | Hold |
1,549
| – | – | 0.01% | 209 |
|
|
2021
Q2 | $183K | Buy |
1,549
+4
| +0.3% | +$473 | 0.01% | 207 |
|
|
2021
Q1 | $147K | Buy |
1,545
+10
| +0.7% | +$951 | 0.01% | 219 |
|
|
2020
Q4 | $139K | Sell |
1,535
-50
| -3% | -$4.53K | 0.01% | 217 |
|
|
2020
Q3 | $92K | Buy |
1,585
+5
| +0.3% | +$290 | 0.01% | 227 |
|
|
2020
Q2 | $79K | Sell |
1,580
-2,225
| -58% | -$111K | 0.01% | 226 |
|
|
2020
Q1 | $136K | Sell |
3,805
-76,648
| -95% | -$2.74M | 0.01% | 200 |
|
|
2019
Q4 | $6.82M | Buy |
80,453
+29,435
| +58% | +$2.5M | 0.46% | 64 |
|
|
2019
Q3 | $4.14M | Buy |
51,018
+49,518
| +3,301% | +$4.02M | 0.3% | 86 |
|
|
2019
Q2 | $116K | Hold |
1,500
| – | – | 0.01% | 232 |
|
|
2019
Q1 | $107K | Hold |
1,500
| – | – | 0.01% | 231 |
|
|
2018
Q4 | $88K | Hold |
1,500
| – | – | 0.01% | 236 |
|
|
2018
Q3 | $115K | Hold |
1,500
| – | – | 0.01% | 235 |
|
|
2018
Q2 | $106K | Hold |
1,500
| – | – | 0.01% | 237 |
|
|
2018
Q1 | $108K | Hold |
1,500
| – | – | 0.01% | 239 |
|
|
2017
Q4 | $115K | Hold |
1,500
| – | – | 0.01% | 237 |
|
|
2017
Q3 | $97K | Hold |
1,500
| – | – | 0.01% | 238 |
|
|
2017
Q2 | $93K | Hold |
1,500
| – | – | 0.01% | 239 |
|
|
2017
Q1 | $103K | Hold |
1,500
| – | – | 0.01% | 236 |
|
|
2016
Q4 | $108K | Hold |
1,500
| – | – | 0.01% | 240 |
|
|
2016
Q3 | $85K | Hold |
1,500
| – | – | 0.01% | 248 |
|
|
2016
Q2 | $80K | Hold |
1,500
| – | – | 0.01% | 255 |
|
|
2016
Q1 | $76K | Hold |
1,500
| – | – | 0.01% | 276 |
|
|
2015
Q4 | $80K | Hold |
1,500
| – | – | 0.01% | 280 |
|
|
2015
Q3 | $78K | Sell |
1,500
-17,000
| -92% | -$884K | 0.01% | 288 |
|
|
2015
Q2 | $1.07M | Hold |
18,500
| – | – | 0.14% | 166 |
|
|
2015
Q1 | $1.04M | Buy |
18,500
+6,250
| +51% | +$352K | 0.13% | 164 |
|
|
2014
Q4 | $802K | Buy |
12,250
+10,750
| +717% | +$704K | 0.11% | 164 |
|
|
2014
Q3 | $97K | Hold |
1,500
| – | – | 0.01% | 251 |
|
|
2014
Q2 | $93K | Buy |
+1,500
| New | +$93K | 0.01% | 263 |
|