LFA
Legacy Financial Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,271
| Closed | -$343K | – | 357 |
|
|
2025
Q1 | $343K | Buy |
3,271
+333
| +11% | +$34.9K | 0.06% | 259 |
|
|
2024
Q4 | $374K | Buy |
2,938
+829
| +39% | +$105K | 0.06% | 241 |
|
|
2024
Q3 | $296K | Buy |
+2,109
| New | +$296K | 0.05% | 279 |
|
|
2024
Q2 | – | Sell |
-2,223
| Closed | -$331K | – | 338 |
|
|
2024
Q1 | $331K | Buy |
2,223
+768
| +53% | +$114K | 0.06% | 235 |
|
|
2023
Q4 | $212K | Buy |
+1,455
| New | +$212K | 0.04% | 282 |
|
|
2023
Q3 | – | Sell |
-1,474
| Closed | -$256K | – | 274 |
|
|
2023
Q2 | $256K | Sell |
1,474
-17
| -1% | -$2.95K | 0.05% | 214 |
|
|
2023
Q1 | $270K | Sell |
1,491
-147
| -9% | -$26.6K | 0.06% | 201 |
|
|
2022
Q4 | $292K | Buy |
+1,638
| New | +$292K | 0.06% | 182 |
|
|
2022
Q2 | – | Sell |
-1,248
| Closed | -$253K | – | 231 |
|
|
2022
Q1 | $253K | Buy |
1,248
+118
| +10% | +$23.9K | 0.06% | 196 |
|
|
2021
Q4 | $249K | Buy |
+1,130
| New | +$249K | 0.06% | 169 |
|
|
2019
Q2 | – | Sell |
-624
| Closed | -$102K | – | 311 |
|
|
2019
Q1 | $102K | Buy |
624
+111
| +22% | +$18.1K | 0.03% | 157 |
|
|
2018
Q4 | $73K | Buy |
513
+124
| +32% | +$17.6K | 0.03% | 183 |
|
|
2018
Q3 | $55K | Buy |
389
+45
| +13% | +$6.36K | 0.02% | 240 |
|
|
2018
Q2 | $51K | Buy |
344
+74
| +27% | +$11K | 0.02% | 248 |
|
|
2018
Q1 | $38K | Sell |
270
-23
| -8% | -$3.24K | 0.02% | 277 |
|
|
2017
Q4 | $42K | Buy |
+293
| New | +$42K | 0.02% | 266 |
|