Cary Street Partners Investment Advisory’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 | $224K | Buy |
1,028
+82
| +9% | +$17.9K | 0.11% | 210 |
|
2025
Q1 | $197K | Buy |
946
+79
| +9% | +$16.4K | 0.11% | 214 |
|
2024
Q4 | $162K | Sell |
867
-1,963
| -69% | -$366K | 0.11% | 212 |
|
2024
Q3 | $464K | Sell |
2,830
-6
| -0.2% | -$985 | 0.02% | 517 |
|
2024
Q2 | $429K | Sell |
2,836
-112
| -4% | -$16.9K | 0.02% | 508 |
|
2024
Q1 | $493K | Buy |
2,948
+9
| +0.3% | +$1.5K | 0.02% | 459 |
|
2023
Q4 | $483K | Buy |
2,939
+14
| +0.5% | +$2.3K | 0.02% | 432 |
|
2023
Q3 | $419K | Buy |
2,925
+853
| +41% | +$122K | 0.02% | 425 |
|
2023
Q2 | $346K | Hold |
2,072
| – | – | 0.02% | 411 |
|
2023
Q1 | $321K | Hold |
2,072
| – | – | 0.02% | 394 |
|
2022
Q4 | $287K | Sell |
2,072
-100
| -5% | -$13.8K | 0.02% | 404 |
|
2022
Q3 | $274K | Hold |
2,172
| – | – | 0.02% | 398 |
|
2022
Q2 | $246K | Buy |
+2,172
| New | +$246K | 0.02% | 387 |
|
2021
Q1 | – | Sell |
-1,715
| Closed | -$204K | – | 340 |
|
2020
Q4 | $204K | Buy |
1,715
+433
| +34% | +$51.5K | 0.04% | 332 |
|
2020
Q3 | $129K | Buy |
+1,282
| New | +$129K | 0.03% | 330 |
|