Larson Financial Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.2K | Sell |
468
-52
| -10% | -$5.24K | ﹤0.01% | 1090 |
|
|
2025
Q1 | $54.5K | Hold |
520
| – | – | ﹤0.01% | 987 |
|
|
2024
Q4 | $66.1K | Sell |
520
-84
| -14% | -$10.7K | ﹤0.01% | 818 |
|
|
2024
Q3 | $84.8K | Buy |
604
+263
| +77% | +$36.9K | ﹤0.01% | 757 |
|
|
2024
Q2 | $43K | Buy |
341
+19
| +6% | +$2.4K | ﹤0.01% | 847 |
|
|
2024
Q1 | $47.9K | Sell |
322
-26
| -7% | -$3.87K | ﹤0.01% | 700 |
|
|
2023
Q4 | $50.7K | Hold |
348
| – | – | ﹤0.01% | 642 |
|
|
2023
Q3 | $51.9K | Hold |
348
| – | – | 0.01% | 602 |
|
|
2023
Q2 | $60.4K | Sell |
348
-98
| -22% | -$17K | 0.01% | 516 |
|
|
2023
Q1 | $80.8K | Buy |
446
+100
| +29% | +$18.1K | 0.01% | 455 |
|
|
2022
Q4 | $61.7K | Buy |
346
+3
| +0.9% | +$535 | 0.01% | 486 |
|
|
2022
Q3 | $58K | Hold |
343
| – | – | 0.01% | 443 |
|
|
2022
Q2 | $60K | Buy |
343
+176
| +105% | +$30.8K | 0.01% | 334 |
|
|
2022
Q1 | $34K | Hold |
167
| – | – | 0.01% | 436 |
|
|
2021
Q4 | $37K | Buy |
167
+67
| +67% | +$14.8K | 0.01% | 434 |
|
|
2021
Q3 | $19K | Hold |
100
| – | – | ﹤0.01% | 474 |
|
|
2021
Q2 | $19K | Hold |
100
| – | – | ﹤0.01% | 441 |
|
|
2021
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 450 |
|
|
2020
Q4 | $16K | Hold |
100
| – | – | 0.01% | 411 |
|
|
2020
Q3 | $14K | Hold |
100
| – | – | 0.01% | 379 |
|
|
2020
Q2 | $13K | Buy |
+100
| New | +$13K | 0.01% | 340 |
|