Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Diageo DEO Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,114
Closed -$166K – 144
2023
Q3 		$166K Buy
+1,114
New +$187K 0.04% 101

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Legacy Financial Group (Iowa)'s DEO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Diageo (DEO) in Q4 2023, closing a stake of 1,114 shares — an estimated $166K sold.

Legacy Financial Group (Iowa) first reported a position in DEO in Q3 2023 and held it in 1 quarter. The position peaked at $166K in Q3 2023. 1,010 funds tracked by Wall St. Rank hold DEO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Diageo position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,114 Diageo shares in Q4 2023, an estimated $166K.
  • Legacy Financial Group (Iowa) first reported a position in Diageo in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Diageo position peaked at $166K in Q3 2023.
  • 1,010 funds tracked by Wall St. Rank held Diageo as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.