Sowell Financial Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,364
| Closed | -$238K | – | 1090 |
|
|
2025
Q2 | $238K | Sell |
2,364
-134
| -5% | -$14.5K | 0.01% | 886 |
|
|
2025
Q1 | $262K | Buy |
+2,498
| New | +$282K | 0.01% | 823 |
|
|
2023
Q2 | – | Sell |
-2,349
| Closed | -$426K | – | 610 |
|
|
2023
Q1 | $426K | Buy |
+2,349
| New | +$415K | 0.03% | 475 |
|
|
2021
Q2 | – | Sell |
-6,475
| Closed | -$1.18M | – | 1044 |
|
|
2021
Q1 | $1.18M | Sell |
6,475
-527
| -8% | -$86.2K | 0.04% | 366 |
|
|
2020
Q4 | $1.11M | Sell |
7,002
-39
| -0.6% | -$5.82K | 0.05% | 307 |
|
|
2020
Q3 | $969K | Sell |
7,041
-537
| -7% | -$74K | 0.05% | 303 |
|
|
2020
Q2 | $1.02M | Sell |
7,578
-407
| -5% | -$55.8K | 0.06% | 271 |
|
|
2020
Q1 | $1.01M | Sell |
7,985
-3,297
| -29% | -$495K | 0.08% | 245 |
|
|
2019
Q4 | $1.9M | Buy |
11,282
+198
| +2% | +$32.2K | 0.14% | 153 |
|
|
2019
Q3 | $1.81M | Buy |
+11,084
| New | +$1.85M | 0.15% | 142 |
|
|
2019
Q1 | $1.7M | Buy |
10,403
+584
| +6% | +$89.1K | 0.19% | 120 |
|
|
2018
Q4 | $1.39M | Buy |
9,819
+3,545
| +57% | +$499K | 0.2% | 112 |
|
|
2018
Q3 | $889K | Sell |
6,274
-94
| -1% | -$13.5K | 0.13% | 127 |
|
|
2018
Q2 | $908K | Buy |
6,368
+2,187
| +52% | +$313K | 0.19% | 118 |
|
|
2018
Q1 | $587K | Sell |
4,181
-36
| -0.9% | -$5.01K | 0.15% | 138 |
|
|
2017
Q4 | $612K | Buy |
4,217
+10
| +0.2% | +$1.38K | 0.15% | 134 |
|
|
2017
Q3 | $566K | Buy |
4,207
+65
| +2% | +$8.4K | 0.15% | 129 |
|
|
2017
Q2 | $549K | Buy |
4,142
+2,038
| +97% | +$243K | 0.16% | 125 |
|
|
2017
Q1 | $257K | Buy |
2,104
+127
| +6% | +$14.2K | 0.08% | 210 |
|
|
2016
Q4 | $226K | Buy |
+1,977
| New | +$208K | 0.08% | 177 |
|
Other funds holding DEO
OAG
MG
CIM
