SFA
Sequoia Financial Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
2,588
+195
| +8% | +$19.7K | ﹤0.01% | 1325 |
|
|
2025
Q1 | $251K | Sell |
2,393
-1,342
| -36% | -$141K | ﹤0.01% | 1142 |
|
|
2024
Q4 | $475K | Buy |
3,735
+103
| +3% | +$13.1K | ﹤0.01% | 822 |
|
|
2024
Q3 | $510K | Buy |
3,632
+443
| +14% | +$62.2K | 0.01% | 736 |
|
|
2024
Q2 | $402K | Sell |
3,189
-1,185
| -27% | -$149K | ﹤0.01% | 771 |
|
|
2024
Q1 | $651K | Buy |
4,374
+152
| +4% | +$22.6K | 0.01% | 597 |
|
|
2023
Q4 | $615K | Buy |
4,222
+460
| +12% | +$67K | 0.01% | 674 |
|
|
2023
Q3 | $563K | Sell |
3,762
-1,179
| -24% | -$176K | 0.01% | 486 |
|
|
2023
Q2 | $857K | Buy |
4,941
+387
| +8% | +$67.1K | 0.01% | 378 |
|
|
2023
Q1 | $825K | Buy |
4,554
+405
| +10% | +$73.4K | 0.02% | 350 |
|
|
2022
Q4 | $739K | Buy |
4,149
+752
| +22% | +$134K | 0.02% | 351 |
|
|
2022
Q3 | $577K | Sell |
3,397
-510
| -13% | -$86.6K | 0.02% | 274 |
|
|
2022
Q2 | $680K | Buy |
3,907
+158
| +4% | +$27.5K | 0.02% | 276 |
|
|
2022
Q1 | $762K | Buy |
3,749
+816
| +28% | +$166K | 0.02% | 284 |
|
|
2021
Q4 | $646K | Buy |
+2,933
| New | +$646K | 0.02% | 288 |
|
|
2021
Q3 | – | Sell |
-2,310
| Closed | -$443K | – | 305 |
|
|
2021
Q2 | $443K | Buy |
2,310
+45
| +2% | +$8.63K | 0.02% | 299 |
|
|
2021
Q1 | $372K | Buy |
2,265
+133
| +6% | +$21.8K | 0.02% | 302 |
|
|
2020
Q4 | $339K | Sell |
2,132
-113
| -5% | -$18K | 0.02% | 300 |
|
|
2020
Q3 | $309K | Sell |
2,245
-553
| -20% | -$76.1K | 0.02% | 291 |
|
|
2020
Q2 | $376K | Buy |
2,798
+230
| +9% | +$30.9K | 0.02% | 261 |
|
|
2020
Q1 | $326K | Buy |
2,568
+779
| +44% | +$98.9K | 0.02% | 257 |
|
|
2019
Q4 | $301K | Buy |
1,789
+119
| +7% | +$20K | 0.02% | 298 |
|
|
2019
Q3 | $273K | Buy |
1,670
+136
| +9% | +$22.2K | 0.02% | 294 |
|
|
2019
Q2 | $264K | Buy |
1,534
+18
| +1% | +$3.1K | 0.02% | 300 |
|
|
2019
Q1 | $248K | Buy |
+1,516
| New | +$248K | 0.02% | 306 |
|