Advisory Research’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,829
| Closed | -$301K | – | 209 |
|
2023
Q4 | $301K | Sell |
1,829
-450
| -20% | -$73.9K | 0.05% | 292 |
|
2023
Q3 | $326K | Hold |
2,279
| – | – | 0.05% | 355 |
|
2023
Q2 | $381K | Buy |
2,279
+602
| +36% | +$101K | 0.05% | 340 |
|
2023
Q1 | $260K | Sell |
1,677
-579
| -26% | -$89.8K | 0.04% | 306 |
|
2022
Q4 | $312K | Buy |
+2,256
| New | +$312K | 0.03% | 293 |
|
2022
Q2 | – | Sell |
-2,584
| Closed | -$344K | – | 393 |
|
2022
Q1 | $344K | Sell |
2,584
-2,122
| -45% | -$282K | 0.03% | 289 |
|
2021
Q4 | $709K | Buy |
4,706
+679
| +17% | +$102K | 0.06% | 226 |
|
2021
Q3 | $610K | Buy |
4,027
+372
| +10% | +$56.4K | 0.04% | 234 |
|
2021
Q2 | $534K | Sell |
3,655
-4,399
| -55% | -$643K | 0.04% | 259 |
|
2021
Q1 | $1.14M | Sell |
8,054
-792
| -9% | -$112K | 0.08% | 188 |
|
2020
Q4 | $1.05M | Buy |
8,846
+5,309
| +150% | +$633K | 0.08% | 188 |
|
2020
Q3 | $356K | Buy |
+3,537
| New | +$356K | 0.03% | 258 |
|
2019
Q3 | – | Sell |
-2,352
| Closed | -$286K | – | 321 |
|
2019
Q2 | $286K | Sell |
2,352
-1,210
| -34% | -$147K | 0.01% | 340 |
|
2019
Q1 | $433K | Buy |
3,562
+198
| +6% | +$24.1K | 0.01% | 303 |
|
2018
Q4 | $336K | Buy |
3,364
+560
| +20% | +$55.9K | 0.01% | 328 |
|
2018
Q3 | $312K | Sell |
2,804
-428
| -13% | -$47.6K | 0.01% | 337 |
|
2018
Q2 | $346K | Buy |
+3,232
| New | +$346K | 0.01% | 337 |
|
2014
Q2 | – | Sell |
-1,517
| Closed | -$69K | – | 422 |
|
2014
Q1 | $69K | Buy |
+1,517
| New | +$69K | ﹤0.01% | 555 |
|