B. Riley Wealth Advisors’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,561
| Closed | -$510K | – | 1444 |
|
|
2024
Q1 | $510K | Buy |
3,561
+259
| +8% | +$43K | 0.01% | 783 |
|
|
2023
Q4 | $543K | Sell |
3,302
-259
| -7% | -$39.2K | 0.01% | 766 |
|
|
2023
Q3 | $510K | Sell |
3,561
-1,027
| -22% | -$163K | 0.01% | 783 |
|
|
2023
Q2 | $767K | Sell |
4,588
-369
| -7% | -$58K | 0.02% | 669 |
|
|
2023
Q1 | $769K | Buy |
4,957
+3,103
| +167% | +$459K | 0.02% | 638 |
|
|
2022
Q4 | $256K | Buy |
1,854
+16
| +0.9% | +$2.23K | 0.01% | 1122 |
|
|
2022
Q3 | $233K | Buy |
+1,838
| New | +$230K | 0.01% | 1157 |
|
|
2022
Q2 | – | Sell |
-1,553
| Closed | -$208K | – | 1270 |
|
|
2022
Q1 | $208K | Sell |
1,553
-2,102
| -58% | -$290K | 0.01% | 1198 |
|
|
2021
Q4 | $551K | Buy |
3,655
+283
| +8% | +$41.8K | 0.02% | 757 |
|
|
2021
Q3 | $511K | Buy |
3,372
+1,457
| +76% | +$214K | 0.02% | 771 |
|
|
2021
Q2 | $279K | Buy |
+1,915
| New | +$269K | 0.01% | 1059 |
|
|
2021
Q1 | – | Sell |
-3,706
| Closed | -$442K | – | 1368 |
|
|
2020
Q4 | $442K | Sell |
3,706
-658
| -15% | -$70.5K | 0.02% | 581 |
|
|
2020
Q3 | $436K | Buy |
4,364
+65
| +2% | +$5.4K | 0.02% | 585 |
|
|
2020
Q2 | $326K | Buy |
+4,299
| New | +$305K | 0.02% | 605 |
|
|
2020
Q1 | – | Sell |
-3,088
| Closed | -$337K | – | 825 |
|
|
2019
Q4 | $337K | Buy |
+3,088
| New | +$351K | 0.03% | 552 |
|
|
2015
Q1 | – | Sell |
-196
| Closed | -$10 | – | 918 |
|
|
2014
Q4 | $10 | Buy |
+196
| New | +$9.5K | ﹤0.01% | 2862 |
|
|
2014
Q3 | – | Sell |
-180
| Closed | -$7.44K | – | 942 |
|
|
2014
Q2 | $7.44K | Buy |
+180
| New | +$7.97K | ﹤0.01% | 1902 |
|
Other funds holding DRI
RJA
