Caldwell Trust’s Darden Restaurants DRI Stock Holding History

Caldwell Trust’s Portfolio DRI Stock Details DRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$109K	Buy	+500
2020 Q2	–	Sell	-156
2020 Q1	$8.5K	Hold	156
2019 Q4	$17K	Buy	+156