Belpointe Asset 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 | $917K | Buy |
4,207
+1,685
| +67% | +$367K | 0.04% | 385 |
|
2025
Q1 | $524K | Buy |
2,522
+582
| +30% | +$121K | 0.03% | 555 |
|
2024
Q4 | $307K | Sell |
1,940
-2,000
| -51% | -$316K | 0.02% | 649 |
|
2024
Q3 | $647K | Buy |
3,940
+2,340
| +146% | +$384K | 0.04% | 433 |
|
2024
Q2 | $242K | Buy |
1,600
+172
| +12% | +$26K | 0.02% | 663 |
|
2024
Q1 | $239K | Sell |
1,428
-1,499
| -51% | -$251K | 0.02% | 687 |
|
2023
Q4 | $481K | Buy |
+2,927
| New | +$481K | 0.04% | 380 |
|
2023
Q2 | – | Sell |
-1,322
| Closed | -$205K | – | 1287 |
|
2023
Q1 | $205K | Sell |
1,322
-3,447
| -72% | -$534K | 0.01% | 922 |
|
2022
Q4 | $660K | Buy |
4,769
+3,971
| +498% | +$549K | 0.04% | 425 |
|
2022
Q3 | $101K | Buy |
+798
| New | +$101K | 0.01% | 1149 |
|
2022
Q2 | – | Sell |
-2,163
| Closed | -$287K | – | 1167 |
|
2022
Q1 | $287K | Buy |
2,163
+113
| +6% | +$15K | 0.02% | 743 |
|
2021
Q4 | $308K | Buy |
2,050
+5
| +0.2% | +$751 | 0.02% | 696 |
|
2021
Q3 | $309K | Hold |
2,045
| – | – | 0.02% | 669 |
|
2021
Q2 | $298K | Sell |
2,045
-68
| -3% | -$9.91K | 0.02% | 667 |
|
2021
Q1 | $300K | Buy |
2,113
+100
| +5% | +$14.2K | 0.03% | 602 |
|
2020
Q4 | $241K | Sell |
2,013
-2
| -0.1% | -$239 | 0.02% | 636 |
|
2020
Q3 | $202K | Sell |
2,015
-195
| -9% | -$19.5K | 0.02% | 541 |
|
2020
Q2 | $167K | Buy |
+2,210
| New | +$167K | 0.02% | 578 |
|
2020
Q1 | – | Sell |
-2,803
| Closed | -$305K | – | 662 |
|
2019
Q4 | $305K | Buy |
+2,803
| New | +$305K | 0.04% | 440 |
|
2019
Q2 | – | Sell |
-5,903
| Closed | -$717K | – | 621 |
|
2019
Q1 | $717K | Buy |
+5,903
| New | +$717K | 0.14% | 122 |
|
2018
Q4 | – | Sell |
-6,537
| Closed | -$727K | – | 529 |
|
2018
Q3 | $727K | Buy |
+6,537
| New | +$727K | 0.12% | 177 |
|