SFA
Semmax Financial Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
15,798
-4,637
| -23% | -$508K | 0.45% | 72 |
|
|
2025
Q1 | $2.36M | Buy |
20,435
+2,128
| +12% | +$246K | 0.64% | 62 |
|
|
2024
Q4 | $2M | Buy |
18,307
+93
| +0.5% | +$10.2K | 0.53% | 69 |
|
|
2024
Q3 | $2.18M | Buy |
18,214
+2,410
| +15% | +$288K | 0.6% | 62 |
|
|
2024
Q2 | $2.02M | Buy |
+15,804
| New | +$2.02M | 0.61% | 65 |
|
|
2019
Q1 | – | Sell |
-68
| Closed | -$10K | – | 468 |
|
|
2018
Q4 | $10K | Buy |
+68
| New | +$10K | 0.01% | 316 |
|