CWS
Confluence Wealth Services’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Sell |
2,691
-123
| -4% | -$26.8K | 0.03% | 227 |
|
|
2025
Q1 | $568K | Sell |
2,814
-1,027
| -27% | -$207K | 0.04% | 217 |
|
|
2024
Q4 | $715K | Sell |
3,841
-990
| -20% | -$184K | 0.05% | 188 |
|
|
2024
Q3 | $793K | Sell |
4,831
-4,588
| -49% | -$753K | 0.06% | 176 |
|
|
2024
Q2 | $1.43M | Buy |
9,419
+63
| +0.7% | +$9.53K | 0.11% | 106 |
|
|
2024
Q1 | $1.56M | Buy |
9,356
+73
| +0.8% | +$12.2K | 0.14% | 86 |
|
|
2023
Q4 | $1.53M | Sell |
9,283
-122
| -1% | -$20K | 0.17% | 79 |
|
|
2023
Q3 | $1.35M | Buy |
9,405
+186
| +2% | +$26.6K | 0.27% | 68 |
|
|
2023
Q2 | $1.54M | Sell |
9,219
-107
| -1% | -$17.9K | 0.33% | 63 |
|
|
2023
Q1 | $1.45M | Buy |
9,326
+727
| +8% | +$113K | 0.34% | 63 |
|
|
2022
Q4 | $1.19M | Buy |
8,599
+640
| +8% | +$88.5K | 0.31% | 62 |
|
|
2022
Q3 | $1.01M | Buy |
7,959
+192
| +2% | +$24.2K | 0.43% | 64 |
|
|
2022
Q2 | $1.01M | Buy |
7,767
+1,288
| +20% | +$168K | 0.44% | 76 |
|
|
2022
Q1 | $861K | Buy |
6,479
+852
| +15% | +$113K | 0.31% | 91 |
|
|
2021
Q4 | $847K | Buy |
+5,627
| New | +$847K | 0.27% | 91 |
|