TIA
DFS
Tiemann 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 |
-6,667
| Closed | -$1.14M | – | 202 |
|
|
2025
Q1 | $1.14M | Hold |
6,667
| – | – | 0.52% | 43 |
|
|
2024
Q4 | $1.15M | Buy |
6,667
+15
| +0.2% | +$2.6K | 0.51% | 44 |
|
|
2024
Q3 | $933K | Hold |
6,652
| – | – | 0.4% | 56 |
|
|
2024
Q2 | $870K | Hold |
6,652
| – | – | 0.39% | 53 |
|
|
2024
Q1 | $872K | Hold |
6,652
| – | – | 0.39% | 53 |
|
|
2023
Q4 | $748K | Hold |
6,652
| – | – | 0.36% | 61 |
|
|
2023
Q3 | $576K | Buy |
6,652
+12
| +0.2% | +$1.04K | 0.31% | 69 |
|
|
2023
Q2 | $776K | Sell |
6,640
-1,000
| -13% | -$117K | 0.4% | 60 |
|
|
2023
Q1 | $755K | Buy |
7,640
+115
| +2% | +$11.4K | 0.41% | 58 |
|
|
2022
Q4 | $736K | Hold |
7,525
| – | – | 0.43% | 58 |
|
|
2022
Q3 | $684K | Sell |
7,525
-150
| -2% | -$13.6K | 0.44% | 55 |
|
|
2022
Q2 | $726K | Sell |
7,675
-75
| -1% | -$7.09K | 0.39% | 64 |
|
|
2022
Q1 | $854K | Hold |
7,750
| – | – | 0.39% | 65 |
|
|
2021
Q4 | $896K | Hold |
7,750
| – | – | 0.38% | 65 |
|
|
2021
Q3 | $952K | Sell |
7,750
-250
| -3% | -$30.7K | 0.45% | 58 |
|
|
2021
Q2 | $946K | Hold |
8,000
| – | – | 0.44% | 58 |
|
|
2021
Q1 | $760K | Sell |
8,000
-150
| -2% | -$14.3K | 0.38% | 66 |
|
|
2020
Q4 | $738K | Sell |
8,150
-150
| -2% | -$13.6K | 0.39% | 64 |
|
|
2020
Q3 | $480K | Buy |
8,300
+200
| +2% | +$11.6K | 0.3% | 82 |
|
|
2020
Q2 | $406K | Sell |
8,100
-60
| -0.7% | -$3.01K | 0.28% | 88 |
|
|
2020
Q1 | $291K | Hold |
8,160
| – | – | 0.25% | 100 |
|
|
2019
Q4 | $692K | Sell |
8,160
-75
| -0.9% | -$6.36K | 0.47% | 57 |
|
|
2019
Q3 | $668K | Hold |
8,235
| – | – | 0.49% | 56 |
|
|
2019
Q2 | $639K | Hold |
8,235
| – | – | 0.46% | 60 |
|
|
2019
Q1 | $586K | Buy |
8,235
+250
| +3% | +$17.8K | 0.45% | 60 |
|
|
2018
Q4 | $471K | Hold |
7,985
| – | – | 0.42% | 65 |
|
|
2018
Q3 | $610K | Hold |
7,985
| – | – | 0.46% | 59 |
|
|
2018
Q2 | $562K | Hold |
7,985
| – | – | 0.45% | 62 |
|
|
2018
Q1 | $574K | Sell |
7,985
-1,100
| -12% | -$79.1K | 0.46% | 62 |
|
|
2017
Q4 | $699K | Hold |
9,085
| – | – | 0.56% | 56 |
|
|
2017
Q3 | $586K | Hold |
9,085
| – | – | 0.5% | 63 |
|
|
2017
Q2 | $565K | Hold |
9,085
| – | – | 0.51% | 60 |
|
|
2017
Q1 | $621K | Hold |
9,085
| – | – | 0.58% | 56 |
|
|
2016
Q4 | $655K | Sell |
9,085
-1,000
| -10% | -$72.1K | 0.64% | 51 |
|
|
2016
Q3 | $570K | Hold |
10,085
| – | – | 0.52% | 59 |
|
|
2016
Q2 | $540K | Sell |
10,085
-50
| -0.5% | -$2.68K | 0.51% | 63 |
|
|
2016
Q1 | $516K | Hold |
10,135
| – | – | 0.51% | 62 |
|
|
2015
Q4 | $543K | Sell |
10,135
-100
| -1% | -$5.36K | 0.55% | 58 |
|
|
2015
Q3 | $532K | Hold |
10,235
| – | – | 0.58% | 60 |
|
|
2015
Q2 | $590K | Buy |
10,235
+1,100
| +12% | +$63.4K | 0.6% | 58 |
|
|
2015
Q1 | $515K | Sell |
9,135
-40
| -0.4% | -$2.26K | 0.53% | 62 |
|
|
2014
Q4 | $601K | Hold |
9,175
| – | – | 0.65% | 49 |
|
|
2014
Q3 | $591K | Hold |
9,175
| – | – | 0.66% | 50 |
|
|
2014
Q2 | $569K | Sell |
9,175
-350
| -4% | -$21.7K | 0.63% | 52 |
|
|
2014
Q1 | $554K | Hold |
9,525
| – | – | 0.62% | 52 |
|
|
2013
Q4 | $533K | Buy |
+9,525
| New | +$533K | 0.63% | 55 |
|