Founders Financial Alliance’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,539
| Closed | -$229K | – | 565 |
|
|
2024
Q1 | $229K | Sell |
1,539
-590
| -28% | -$87.7K | 0.07% | 247 |
|
|
2023
Q4 | $310K | Sell |
2,129
-274
| -11% | -$39.9K | 0.12% | 178 |
|
|
2023
Q3 | $358K | Sell |
2,403
-460
| -16% | -$68.6K | 0.16% | 142 |
|
|
2023
Q2 | $497K | Sell |
2,863
-87
| -3% | -$15.1K | 0.2% | 108 |
|
|
2023
Q1 | $536K | Buy |
2,950
+1
| +0% | +$182 | 0.27% | 90 |
|
|
2022
Q4 | $525K | Buy |
2,949
+170
| +6% | +$30.3K | 0.24% | 100 |
|
|
2022
Q3 | $472K | Buy |
2,779
+206
| +8% | +$35K | 0.24% | 98 |
|
|
2022
Q2 | $448K | Hold |
2,573
| – | – | 0.23% | 100 |
|
|
2022
Q1 | $523K | Sell |
2,573
-11
| -0.4% | -$2.24K | 0.23% | 99 |
|
|
2021
Q4 | $569K | Sell |
2,584
-43
| -2% | -$9.47K | 0.23% | 100 |
|
|
2021
Q3 | $507K | Buy |
2,627
+18
| +0.7% | +$3.47K | 0.24% | 101 |
|
|
2021
Q2 | $502K | Hold |
2,609
| – | – | 0.23% | 104 |
|
|
2021
Q1 | $484K | Sell |
2,609
-191
| -7% | -$35.4K | 0.24% | 94 |
|
|
2020
Q4 | $445K | Buy |
2,800
+732
| +35% | +$116K | 0.25% | 96 |
|
|
2020
Q3 | $287K | Buy |
+2,068
| New | +$287K | 0.17% | 116 |
|