Financial Advocates Investment Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
2,100
-1,571
| -43% | -$158K | 0.02% | 573 |
|
|
2025
Q1 | $385K | Buy |
3,671
+517
| +16% | +$54.2K | 0.03% | 491 |
|
|
2024
Q4 | $401K | Buy |
3,154
+121
| +4% | +$15.4K | 0.02% | 524 |
|
|
2024
Q3 | $426K | Buy |
3,033
+1,155
| +62% | +$162K | 0.02% | 505 |
|
|
2024
Q2 | $237K | Sell |
1,878
-207
| -10% | -$26.1K | 0.01% | 631 |
|
|
2024
Q1 | $310K | Buy |
2,085
+205
| +11% | +$30.5K | 0.02% | 577 |
|
|
2023
Q4 | $274K | Sell |
1,880
-13
| -0.7% | -$1.89K | 0.02% | 585 |
|
|
2023
Q3 | $282K | Sell |
1,893
-117
| -6% | -$17.5K | 0.02% | 541 |
|
|
2023
Q2 | $349K | Sell |
2,010
-12
| -0.6% | -$2.08K | 0.02% | 478 |
|
|
2023
Q1 | $366K | Sell |
2,022
-344
| -15% | -$62.3K | 0.03% | 489 |
|
|
2022
Q4 | $422K | Buy |
2,366
+900
| +61% | +$160K | 0.03% | 476 |
|
|
2022
Q3 | $247K | Sell |
1,466
-555
| -27% | -$93.5K | 0.02% | 598 |
|
|
2022
Q2 | $351K | Buy |
2,021
+713
| +55% | +$124K | 0.03% | 474 |
|
|
2022
Q1 | $266K | Buy |
1,308
+15
| +1% | +$3.05K | 0.02% | 610 |
|
|
2021
Q4 | $285K | Buy |
1,293
+19
| +1% | +$4.19K | 0.02% | 639 |
|
|
2021
Q3 | $246K | Sell |
1,274
-8
| -0.6% | -$1.55K | 0.02% | 651 |
|
|
2021
Q2 | $246K | Sell |
1,282
-1,138
| -47% | -$218K | 0.02% | 640 |
|
|
2021
Q1 | $398K | Buy |
2,420
+16
| +0.7% | +$2.63K | 0.03% | 523 |
|
|
2020
Q4 | $381K | Buy |
2,404
+21
| +0.9% | +$3.33K | 0.03% | 503 |
|
|
2020
Q3 | $328K | Hold |
2,383
| – | – | 0.03% | 454 |
|
|
2020
Q2 | $320K | Sell |
2,383
-518
| -18% | -$69.6K | 0.03% | 435 |
|
|
2020
Q1 | $369K | Buy |
2,901
+133
| +5% | +$16.9K | 0.05% | 317 |
|
|
2019
Q4 | $467K | Buy |
2,768
+928
| +50% | +$157K | 0.05% | 321 |
|
|
2019
Q3 | $301K | Buy |
1,840
+39
| +2% | +$6.38K | 0.03% | 376 |
|
|
2019
Q2 | $310K | Buy |
1,801
+112
| +7% | +$19.3K | 0.04% | 360 |
|
|
2019
Q1 | $276K | Sell |
1,689
-30
| -2% | -$4.9K | 0.03% | 372 |
|
|
2018
Q4 | $244K | Buy |
1,719
+9
| +0.5% | +$1.28K | 0.03% | 375 |
|
|
2018
Q3 | $242K | Sell |
1,710
-155
| -8% | -$21.9K | 0.03% | 438 |
|
|
2018
Q2 | $265K | Buy |
1,865
+24
| +1% | +$3.41K | 0.03% | 401 |
|
|
2018
Q1 | $249K | Sell |
1,841
-477
| -21% | -$64.5K | 0.03% | 406 |
|
|
2017
Q4 | $339K | Buy |
+2,318
| New | +$339K | 0.05% | 331 |
|