Founders Financial Securities’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
11,388
+361
| +3% | +$36.4K | 0.09% | 217 |
|
|
2025
Q1 | $1.23M | Buy |
11,027
+1,663
| +18% | +$185K | 0.1% | 190 |
|
|
2024
Q4 | $1.19M | Buy |
9,364
+1,226
| +15% | +$156K | 0.11% | 164 |
|
|
2024
Q3 | $1.14M | Sell |
8,138
-351
| -4% | -$49.3K | 0.11% | 167 |
|
|
2024
Q2 | $1.07M | Buy |
8,489
+962
| +13% | +$121K | 0.1% | 170 |
|
|
2024
Q1 | $1.12M | Buy |
7,527
+1,007
| +15% | +$150K | 0.12% | 150 |
|
|
2023
Q4 | $950K | Buy |
6,520
+196
| +3% | +$28.5K | 0.11% | 172 |
|
|
2023
Q3 | $943K | Buy |
6,324
+1,586
| +33% | +$237K | 0.12% | 145 |
|
|
2023
Q2 | $822K | Buy |
4,738
+417
| +10% | +$72.3K | 0.11% | 166 |
|
|
2023
Q1 | $783K | Buy |
+4,321
| New | +$783K | 0.11% | 160 |
|
|
2017
Q2 | – | Sell |
-6,823
| Closed | -$789K | – | 102 |
|
|
2017
Q1 | $789K | Buy |
6,823
+439
| +7% | +$50.8K | 0.3% | 54 |
|
|
2016
Q4 | $664K | Sell |
6,384
-24
| -0.4% | -$2.5K | 0.28% | 47 |
|
|
2016
Q3 | $744K | Sell |
6,408
-10,081
| -61% | -$1.17M | 0.32% | 50 |
|
|
2016
Q2 | $1.86M | Sell |
16,489
-121
| -0.7% | -$13.7K | 0.85% | 37 |
|
|
2016
Q1 | $1.79M | Buy |
+16,610
| New | +$1.79M | 0.84% | 33 |
|