AE Wealth Management’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 | $402K | Buy |
+1,845
| New | +$402K | ﹤0.01% | 1003 |
|
|
2024
Q1 | – | Sell |
-3,136
| Closed | -$505K | – | 1357 |
|
|
2023
Q4 | $505K | Sell |
3,136
-1,562
| -33% | -$251K | ﹤0.01% | 1430 |
|
|
2023
Q3 | $673K | Buy |
4,698
+1,494
| +47% | +$214K | ﹤0.01% | 1244 |
|
|
2023
Q2 | $535K | Sell |
3,204
-23,929
| -88% | -$4M | ﹤0.01% | 1357 |
|
|
2023
Q1 | $4.21M | Buy |
27,133
+22,418
| +475% | +$3.48M | 0.03% | 548 |
|
|
2022
Q4 | $652K | Buy |
4,715
+1,272
| +37% | +$176K | ﹤0.01% | 1168 |
|
|
2022
Q3 | $435K | Buy |
3,443
+346
| +11% | +$43.7K | ﹤0.01% | 1326 |
|
|
2022
Q2 | $350K | Sell |
3,097
-872
| -22% | -$98.5K | ﹤0.01% | 1372 |
|
|
2022
Q1 | $528K | Sell |
3,969
-2,270
| -36% | -$302K | ﹤0.01% | 1213 |
|
|
2021
Q4 | $940K | Sell |
6,239
-414
| -6% | -$62.4K | 0.01% | 945 |
|
|
2021
Q3 | $1.01M | Sell |
6,653
-729
| -10% | -$110K | 0.01% | 865 |
|
|
2021
Q2 | $1.08M | Sell |
7,382
-78
| -1% | -$11.4K | 0.01% | 808 |
|
|
2021
Q1 | $1.06M | Buy |
7,460
+5,023
| +206% | +$713K | 0.01% | 746 |
|
|
2020
Q4 | $290K | Sell |
2,437
-11,415
| -82% | -$1.36M | ﹤0.01% | 1154 |
|
|
2020
Q3 | $1.4M | Sell |
13,852
-3,130
| -18% | -$315K | 0.02% | 532 |
|
|
2020
Q2 | $1.29M | Buy |
+16,982
| New | +$1.29M | 0.02% | 532 |
|
|
2019
Q4 | – | Sell |
-11,078
| Closed | -$1.31M | – | 1133 |
|
|
2019
Q3 | $1.31M | Buy |
11,078
+9,398
| +559% | +$1.11M | 0.04% | 371 |
|
|
2019
Q2 | $205K | Sell |
1,680
-964
| -36% | -$118K | 0.01% | 894 |
|
|
2019
Q1 | $321K | Buy |
2,644
+372
| +16% | +$45.2K | 0.02% | 441 |
|
|
2018
Q4 | $227K | Buy |
2,272
+256
| +13% | +$25.6K | 0.04% | 411 |
|
|
2018
Q3 | $224K | Buy |
+2,016
| New | +$224K | 0.01% | 530 |
|