Concurrent Investment Advisors’s Darden Restaurants DRI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$704K Buy
3,230
+103
+3% +$22.4K 0.01% 720
2025
Q1
$650K Sell
3,127
-721
-19% -$150K 0.02% 662
2024
Q4
$718K Buy
3,848
+1,270
+49% +$237K 0.02% 568
2024
Q3
$423K Sell
2,578
-455
-15% -$74.7K 0.01% 668
2024
Q2
$459K Buy
3,033
+491
+19% +$74.3K 0.02% 606
2024
Q1
$425K Buy
2,542
+332
+15% +$55.5K 0.02% 585
2023
Q4
$363K Buy
+2,210
New +$363K 0.02% 580