Adell Harriman & Carpenter’s Darden Restaurants DRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.39M Sell
15,545
-3,490
-18% -$761K 0.22% 71
2025
Q1
$3.95M Sell
19,035
-2,138
-10% -$444K 0.3% 67
2024
Q4
$3.95M Buy
21,173
+523
+3% +$97.6K 0.28% 67
2024
Q3
$3.39M Sell
20,650
-4,335
-17% -$712K 0.25% 74
2024
Q2
$3.78M Sell
24,985
-1,235
-5% -$187K 0.29% 71
2024
Q1
$4.38M Sell
26,220
-415
-2% -$69.4K 0.36% 63
2023
Q4
$4.38M Sell
26,635
-1,770
-6% -$291K 0.41% 61
2023
Q3
$4.07M Buy
28,405
+905
+3% +$130K 0.42% 63
2023
Q2
$4.6M Sell
27,500
-2,975
-10% -$498K 0.47% 60
2023
Q1
$4.73M Sell
30,475
-6,055
-17% -$939K 0.51% 59
2022
Q4
$5.05M Sell
36,530
-2,155
-6% -$298K 0.58% 56
2022
Q3
$4.89M Buy
+38,685
New +$4.89M 0.59% 53
2022
Q2
Sell
-39,795
Closed -$5.29M 145
2022
Q1
$5.29M Buy
39,795
+7,025
+21% +$934K 0.51% 59
2021
Q4
$4.94M Buy
32,770
+5,395
+20% +$813K 0.46% 59
2021
Q3
$4.15M Buy
27,375
+11,310
+70% +$1.71M 0.43% 68
2021
Q2
$2.35M Buy
16,065
+13,415
+506% +$1.96M 0.25% 89
2021
Q1
$376K Buy
+2,650
New +$376K 0.05% 132