Sonora Investment Management Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,198
| Closed | -$208K | – | 271 |
|
|
2023
Q2 | $208K | Sell |
1,198
-229
| -16% | -$39.7K | 0.02% | 244 |
|
|
2023
Q1 | $258K | Sell |
1,427
-6
| -0.4% | -$1.09K | 0.02% | 225 |
|
|
2022
Q4 | $255K | Sell |
1,433
-182
| -11% | -$32.4K | 0.02% | 224 |
|
|
2022
Q3 | $281K | Hold |
1,615
| – | – | 0.04% | 164 |
|
|
2022
Q2 | $281K | Sell |
1,615
-59
| -4% | -$10.3K | 0.03% | 197 |
|
|
2022
Q1 | $341K | Buy |
1,674
+44
| +3% | +$8.96K | 0.04% | 161 |
|
|
2021
Q4 | $359K | Buy |
+1,630
| New | +$359K | 0.04% | 160 |
|