IFP Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Buy |
1,409
+123
| +10% | +$12.4K | ﹤0.01% | 1444 |
|
|
2025
Q1 | $135K | Buy |
1,286
+48
| +4% | +$5.03K | ﹤0.01% | 1361 |
|
|
2024
Q4 | $157K | Buy |
1,238
+370
| +43% | +$47K | 0.01% | 1251 |
|
|
2024
Q3 | $122K | Sell |
868
-431
| -33% | -$60.5K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $164K | Buy |
1,299
+11
| +0.9% | +$1.39K | 0.01% | 1135 |
|
|
2024
Q1 | $192K | Sell |
1,288
-27
| -2% | -$4.02K | 0.01% | 1017 |
|
|
2023
Q4 | $192K | Sell |
1,315
-132
| -9% | -$19.2K | 0.01% | 967 |
|
|
2023
Q3 | $216K | Buy |
1,447
+930
| +180% | +$139K | 0.01% | 932 |
|
|
2023
Q2 | $89.8K | Sell |
517
-65
| -11% | -$11.3K | ﹤0.01% | 1351 |
|
|
2023
Q1 | $67.1K | Sell |
582
-922
| -61% | -$106K | ﹤0.01% | 1434 |
|
|
2022
Q4 | $186K | Sell |
1,504
-257
| -15% | -$31.8K | 0.01% | 1393 |
|
|
2022
Q3 | $210K | Buy |
1,761
+417
| +31% | +$49.7K | 0.01% | 1371 |
|
|
2022
Q2 | $160K | Hold |
1,344
| – | – | 0.01% | 1412 |
|
|
2022
Q1 | $160K | Buy |
1,344
+944
| +236% | +$112K | 0.01% | 1412 |
|
|
2021
Q4 | $88K | Buy |
400
+67
| +20% | +$14.7K | ﹤0.01% | 1294 |
|
|
2021
Q3 | $64K | Buy |
333
+47
| +16% | +$9.03K | ﹤0.01% | 1435 |
|
|
2021
Q2 | $55K | Hold |
286
| – | – | ﹤0.01% | 1479 |
|
|
2021
Q1 | $46K | Sell |
286
-10
| -3% | -$1.61K | ﹤0.01% | 1497 |
|
|
2020
Q4 | $47K | Sell |
296
-204
| -41% | -$32.4K | ﹤0.01% | 1466 |
|
|
2020
Q3 | $70K | Buy |
500
+55
| +12% | +$7.7K | ﹤0.01% | 1152 |
|
|
2020
Q2 | $62K | Buy |
445
+109
| +32% | +$15.2K | ﹤0.01% | 1119 |
|
|
2020
Q1 | $43K | Sell |
336
-68
| -17% | -$8.7K | ﹤0.01% | 1186 |
|
|
2019
Q4 | $68K | Sell |
404
-12
| -3% | -$2.02K | 0.01% | 1115 |
|
|
2019
Q3 | $67K | Buy |
+416
| New | +$67K | ﹤0.01% | 1234 |
|
|
2019
Q1 | $17K | Sell |
106
-1,563
| -94% | -$251K | ﹤0.01% | 1409 |
|
|
2018
Q4 | $236K | Sell |
1,669
-604
| -27% | -$85.4K | 0.01% | 797 |
|
|
2018
Q3 | $322K | Sell |
2,273
-795
| -26% | -$113K | 0.01% | 850 |
|
|
2018
Q2 | $442K | Sell |
3,068
-418
| -12% | -$60.2K | 0.02% | 708 |
|
|
2018
Q1 | $509K | Hold |
3,486
| – | – | 0.02% | 620 |
|
|
2017
Q4 | $509K | Sell |
3,486
-6,375
| -65% | -$931K | 0.02% | 618 |
|
|
2017
Q3 | $1.3M | Buy |
9,861
+515
| +6% | +$68.1K | 0.05% | 365 |
|
|
2017
Q2 | $1.12M | Buy |
9,346
+405
| +5% | +$48.5K | 0.05% | 402 |
|
|
2017
Q1 | $1.03M | Sell |
8,941
-243
| -3% | -$28.1K | 0.05% | 416 |
|
|
2016
Q4 | $955K | Buy |
9,184
+695
| +8% | +$72.3K | 0.05% | 395 |
|
|
2016
Q3 | $985K | Buy |
8,489
+305
| +4% | +$35.4K | 0.05% | 366 |
|
|
2016
Q2 | $924K | Buy |
8,184
+8,078
| +7,621% | +$912K | 0.05% | 370 |
|
|
2016
Q1 | $17K | Sell |
106
-7,907
| -99% | -$1.27M | ﹤0.01% | 1409 |
|
|
2015
Q4 | $874K | Buy |
+8,013
| New | +$874K | 0.06% | 341 |
|