Lido Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $928K | Sell |
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|
2024
Q2 | $902K | Buy |
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|
2024
Q1 | $880K | Sell |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | $691K | Buy |
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|
2023
Q1 | $480K | Buy |
|
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|
2022
Q4 | $439K | Sell |
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|
2022
Q3 | $717K | Sell |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $2.7M | Buy |
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|
2021
Q4 | $2.3M | Buy |
|
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|
2021
Q3 | $2.31M | Sell |
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|
2021
Q2 | $3.76M | Buy |
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|
2021
Q1 | $3.02M | Sell |
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|
2020
Q4 | $5.17M | Buy |
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|
2020
Q3 | $2.99M | Buy |
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|
2020
Q2 | $2.24M | Buy |
|