Cerity Partners’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 | $4.15M | Buy |
19,045
+2,581
| +16% | +$563K | 0.01% | 897 |
|
|
2025
Q1 | $3.42M | Buy |
16,464
+4,864
| +42% | +$1.01M | 0.01% | 879 |
|
|
2024
Q4 | $1.99M | Sell |
11,600
-1,848
| -14% | -$317K | ﹤0.01% | 1107 |
|
|
2024
Q3 | $2.21M | Buy |
13,448
+2,330
| +21% | +$382K | ﹤0.01% | 1049 |
|
|
2024
Q2 | $1.68M | Sell |
11,118
-4,308
| -28% | -$652K | ﹤0.01% | 982 |
|
|
2024
Q1 | $2.58M | Buy |
15,426
+8,959
| +139% | +$1.5M | 0.01% | 876 |
|
|
2023
Q4 | $1.06M | Buy |
6,467
+3,221
| +99% | +$529K | ﹤0.01% | 960 |
|
|
2023
Q3 | $465K | Sell |
3,246
-2,543
| -44% | -$364K | ﹤0.01% | 998 |
|
|
2023
Q2 | $967K | Sell |
5,789
-433
| -7% | -$72.3K | ﹤0.01% | 933 |
|
|
2023
Q1 | $962K | Buy |
6,222
+2,301
| +59% | +$356K | ﹤0.01% | 989 |
|
|
2022
Q4 | $542K | Buy |
3,921
+1,352
| +53% | +$187K | ﹤0.01% | 908 |
|
|
2022
Q3 | $325K | Buy |
2,569
+104
| +4% | +$13.2K | ﹤0.01% | 856 |
|
|
2022
Q2 | $279K | Buy |
+2,465
| New | +$279K | ﹤0.01% | 934 |
|
|
2022
Q1 | – | Sell |
-1,728
| Closed | -$261K | – | 987 |
|
|
2021
Q4 | $261K | Buy |
+1,728
| New | +$261K | ﹤0.01% | 827 |
|
|
2020
Q1 | – | Sell |
-2,250
| Closed | -$245K | – | 459 |
|
|
2019
Q4 | $245K | Sell |
2,250
-1,084
| -33% | -$118K | 0.01% | 463 |
|
|
2019
Q3 | $394K | Buy |
3,334
+63
| +2% | +$7.45K | 0.02% | 352 |
|
|
2019
Q2 | $398K | Sell |
3,271
-643
| -16% | -$78.2K | 0.03% | 349 |
|
|
2019
Q1 | $475K | Sell |
3,914
-25
| -0.6% | -$3.03K | 0.03% | 335 |
|
|
2018
Q4 | $393K | Sell |
3,939
-22
| -0.6% | -$2.2K | 0.03% | 354 |
|
|
2018
Q3 | $440K | Buy |
3,961
+33
| +0.8% | +$3.67K | 0.03% | 352 |
|
|
2018
Q2 | $421K | Buy |
+3,928
| New | +$421K | 0.03% | 362 |
|