Prospera Financial Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
18,239
+479
| +3% | +$48.3K | 0.03% | 487 |
|
|
2025
Q1 | $1.86M | Buy |
17,760
+2,225
| +14% | +$233K | 0.04% | 403 |
|
|
2024
Q4 | $1.98M | Buy |
15,535
+82
| +0.5% | +$10.4K | 0.05% | 370 |
|
|
2024
Q3 | $2.17M | Buy |
15,453
+3,178
| +26% | +$446K | 0.06% | 322 |
|
|
2024
Q2 | $1.55M | Sell |
12,275
-6,164
| -33% | -$778K | 0.04% | 388 |
|
|
2024
Q1 | $2.74M | Buy |
18,439
+809
| +5% | +$120K | 0.08% | 276 |
|
|
2023
Q4 | $2.57M | Buy |
17,630
+1,815
| +11% | +$264K | 0.09% | 267 |
|
|
2023
Q3 | $2.36M | Buy |
15,815
+206
| +1% | +$30.8K | 0.09% | 242 |
|
|
2023
Q2 | $2.71M | Buy |
15,609
+1,538
| +11% | +$267K | 0.1% | 219 |
|
|
2023
Q1 | $2.55M | Buy |
14,071
+2,563
| +22% | +$465K | 0.1% | 234 |
|
|
2022
Q4 | $2.05M | Buy |
11,508
+544
| +5% | +$96.9K | 0.1% | 225 |
|
|
2022
Q3 | $1.86M | Buy |
10,964
+868
| +9% | +$147K | 0.1% | 242 |
|
|
2022
Q2 | $1.76M | Buy |
10,096
+224
| +2% | +$39K | 0.09% | 261 |
|
|
2022
Q1 | $2.01M | Buy |
9,872
+930
| +10% | +$189K | 0.08% | 272 |
|
|
2021
Q4 | $1.97M | Buy |
8,942
+693
| +8% | +$153K | 0.09% | 266 |
|
|
2021
Q3 | $1.59M | Buy |
8,249
+505
| +7% | +$97.5K | 0.08% | 285 |
|
|
2021
Q2 | $1.48M | Sell |
7,744
-291
| -4% | -$55.8K | 0.07% | 301 |
|
|
2021
Q1 | $1.32M | Buy |
8,035
+832
| +12% | +$137K | 0.08% | 287 |
|
|
2020
Q4 | $1.14M | Buy |
7,203
+6,821
| +1,786% | +$1.08M | 0.08% | 264 |
|
|
2020
Q3 | $52K | Sell |
382
-5,863
| -94% | -$798K | 0.02% | 603 |
|
|
2020
Q2 | $836K | Buy |
6,245
+1,092
| +21% | +$146K | 0.07% | 264 |
|
|
2020
Q1 | $655K | Sell |
5,153
-127
| -2% | -$16.1K | 0.07% | 263 |
|
|
2019
Q4 | $889K | Buy |
5,280
+1,226
| +30% | +$206K | 0.07% | 276 |
|
|
2019
Q3 | $663K | Buy |
4,054
+1,239
| +44% | +$203K | 0.07% | 239 |
|
|
2019
Q2 | $486K | Buy |
2,815
+473
| +20% | +$81.7K | 0.05% | 292 |
|
|
2019
Q1 | $382K | Buy |
2,342
+126
| +6% | +$20.6K | 0.13% | 212 |
|
|
2018
Q4 | $311K | Buy |
2,216
+310
| +16% | +$43.5K | 0.06% | 272 |
|
|
2018
Q3 | $270K | Sell |
1,906
-1,105
| -37% | -$157K | 0.05% | 331 |
|
|
2018
Q2 | $437K | Sell |
3,011
-157
| -5% | -$22.8K | 0.06% | 259 |
|
|
2018
Q1 | $435K | Sell |
3,168
-297
| -9% | -$40.8K | 0.06% | 262 |
|
|
2017
Q4 | $502K | Sell |
3,465
-161
| -4% | -$23.3K | 0.08% | 217 |
|
|
2017
Q3 | $482K | Buy |
3,626
+186
| +5% | +$24.7K | 0.07% | 249 |
|
|
2017
Q2 | $408K | Buy |
+3,440
| New | +$408K | 0.07% | 249 |
|