LRI Investments’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
4,010
-15
| -0.4% | -$1.51K | 0.03% | 191 |
|
|
2025
Q1 | $422K | Sell |
4,025
-16
| -0.4% | -$1.68K | 0.04% | 180 |
|
|
2024
Q4 | $514K | Hold |
4,041
| – | – | 0.05% | 136 |
|
|
2024
Q3 | $484K | Buy |
4,041
+1,549
| +62% | +$186K | 0.05% | 154 |
|
|
2024
Q2 | $314K | Buy |
2,492
+61
| +3% | +$7.69K | 0.04% | 175 |
|
|
2024
Q1 | $362K | Buy |
+2,431
| New | +$362K | 0.09% | 94 |
|