Lido Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,154
| Closed | -$274K | – | 1386 |
|
|
2024
Q4 | $274K | Sell |
2,154
-1,484
| -41% | -$189K | ﹤0.01% | 1145 |
|
|
2024
Q3 | $511K | Sell |
3,638
-499
| -12% | -$70K | ﹤0.01% | 858 |
|
|
2024
Q2 | $522K | Sell |
4,137
-43
| -1% | -$5.42K | ﹤0.01% | 824 |
|
|
2024
Q1 | $628K | Sell |
4,180
-782
| -16% | -$117K | ﹤0.01% | 750 |
|
|
2023
Q4 | $723K | Sell |
4,962
-230
| -4% | -$33.5K | ﹤0.01% | 660 |
|
|
2023
Q3 | $775K | Sell |
5,192
-289
| -5% | -$43.1K | 0.01% | 553 |
|
|
2023
Q2 | $951K | Buy |
5,481
+352
| +7% | +$61.1K | 0.01% | 503 |
|
|
2023
Q1 | $929K | Buy |
5,129
+1,934
| +61% | +$350K | 0.01% | 452 |
|
|
2022
Q4 | $569K | Buy |
3,195
+215
| +7% | +$38.3K | 0.01% | 490 |
|
|
2022
Q3 | $506K | Buy |
2,980
+131
| +5% | +$22.2K | 0.01% | 480 |
|
|
2022
Q2 | $496K | Sell |
2,849
-307
| -10% | -$53.4K | 0.01% | 478 |
|
|
2022
Q1 | $641K | Buy |
3,156
+163
| +5% | +$33.1K | 0.01% | 460 |
|
|
2021
Q4 | $658K | Sell |
2,993
-219
| -7% | -$48.1K | 0.01% | 463 |
|
|
2021
Q3 | $619K | Buy |
3,212
+578
| +22% | +$111K | 0.01% | 451 |
|
|
2021
Q2 | $505K | Sell |
2,634
-1,133
| -30% | -$217K | 0.01% | 460 |
|
|
2021
Q1 | $624K | Buy |
3,767
+335
| +10% | +$55.5K | 0.01% | 396 |
|
|
2020
Q4 | $545K | Buy |
3,432
+174
| +5% | +$27.6K | 0.01% | 405 |
|
|
2020
Q3 | $455K | Buy |
3,258
+49
| +2% | +$6.84K | 0.01% | 356 |
|
|
2020
Q2 | $431K | Sell |
3,209
-223
| -6% | -$30K | 0.01% | 326 |
|
|
2020
Q1 | $442K | Sell |
3,432
-292
| -8% | -$37.6K | 0.02% | 304 |
|
|
2019
Q4 | $627K | Buy |
3,724
+81
| +2% | +$13.6K | 0.03% | 295 |
|
|
2019
Q3 | $603K | Buy |
3,643
+392
| +12% | +$64.9K | 0.03% | 258 |
|
|
2019
Q2 | $560K | Buy |
3,251
+5
| +0.2% | +$861 | 0.03% | 252 |
|
|
2019
Q1 | $535K | Buy |
3,246
+1,070
| +49% | +$176K | 0.03% | 254 |
|
|
2018
Q4 | $308K | Buy |
2,176
+27
| +1% | +$3.82K | 0.03% | 278 |
|
|
2018
Q3 | $309K | Buy |
2,149
+1
| +0% | +$144 | 0.03% | 310 |
|
|
2018
Q2 | $309K | Buy |
2,148
+598
| +39% | +$86K | 0.04% | 283 |
|
|
2018
Q1 | $209K | Sell |
1,550
-410
| -21% | -$55.3K | 0.03% | 342 |
|
|
2017
Q4 | $286K | Buy |
+1,960
| New | +$286K | 0.04% | 223 |
|