Briaud Financial Planning’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 | $73K | Hold |
337
| – | – | 0.03% | 82 |
|
2025
Q1 | $70K | Hold |
337
| – | – | 0.03% | 73 |
|
2024
Q4 | $62K | Hold |
337
| – | – | 0.03% | 72 |
|
2024
Q3 | $55K | Hold |
337
| – | – | 0.03% | 58 |
|
2024
Q2 | $50K | Hold |
337
| – | – | 0.03% | 54 |
|
2024
Q1 | $57K | Buy |
+337
| New | +$57K | 0.03% | 51 |
|
2023
Q4 | – | Sell |
-337
| Closed | -$48K | – | 59 |
|
2023
Q3 | $48K | Buy |
+337
| New | +$48K | 0.04% | 56 |
|