Lido Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,319
| Closed | -$1.08M | – | 1462 |
|
|
2025
Q1 | $1.08M | Sell |
6,319
-680
| -10% | -$116K | ﹤0.01% | 701 |
|
|
2024
Q4 | $1.21M | Buy |
6,999
+383
| +6% | +$66.4K | 0.01% | 637 |
|
|
2024
Q3 | $928K | Sell |
6,616
-282
| -4% | -$39.6K | ﹤0.01% | 673 |
|
|
2024
Q2 | $902K | Buy |
6,898
+182
| +3% | +$23.8K | 0.01% | 639 |
|
|
2024
Q1 | $880K | Sell |
6,716
-189
| -3% | -$24.8K | 0.01% | 643 |
|
|
2023
Q4 | $776K | Buy |
6,905
+696
| +11% | +$78.2K | 0.01% | 644 |
|
|
2023
Q3 | $538K | Buy |
6,209
+298
| +5% | +$25.8K | ﹤0.01% | 655 |
|
|
2023
Q2 | $691K | Buy |
5,911
+1,060
| +22% | +$124K | ﹤0.01% | 578 |
|
|
2023
Q1 | $480K | Buy |
4,851
+367
| +8% | +$36.3K | ﹤0.01% | 619 |
|
|
2022
Q4 | $439K | Sell |
4,484
-3,407
| -43% | -$333K | 0.01% | 570 |
|
|
2022
Q3 | $717K | Sell |
7,891
-17,938
| -69% | -$1.63M | 0.01% | 407 |
|
|
2022
Q2 | $2.44M | Buy |
25,829
+1,290
| +5% | +$122K | 0.03% | 187 |
|
|
2022
Q1 | $2.7M | Buy |
24,539
+4,637
| +23% | +$511K | 0.03% | 203 |
|
|
2021
Q4 | $2.3M | Buy |
19,902
+1,057
| +6% | +$122K | 0.03% | 223 |
|
|
2021
Q3 | $2.32M | Sell |
18,845
-12,945
| -41% | -$1.59M | 0.03% | 226 |
|
|
2021
Q2 | $3.76M | Buy |
31,790
+52
| +0.2% | +$6.15K | 0.05% | 159 |
|
|
2021
Q1 | $3.02M | Sell |
31,738
-25,371
| -44% | -$2.41M | 0.05% | 161 |
|
|
2020
Q4 | $5.17M | Buy |
57,109
+5,346
| +10% | +$484K | 0.11% | 106 |
|
|
2020
Q3 | $2.99M | Buy |
51,763
+6,992
| +16% | +$404K | 0.08% | 119 |
|
|
2020
Q2 | $2.24M | Buy |
+44,771
| New | +$2.24M | 0.07% | 133 |
|