Caldwell Trust’s Darden Restaurants DRI Stock Holding History

Caldwell Trust’s Portfolio DRI Stock Details DRI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$95.2K	Hold
2025 Q2	$109K	Buy
2020 Q2	–	Sell
2020 Q1	$8.5K	Hold
2019 Q4	$17K	Buy