Congress Wealth Management’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 | $2.52M | Buy |
11,540
+340
| +3% | +$74.1K | 0.02% | 519 |
|
|
2025
Q1 | $2.33M | Sell |
11,200
-768
| -6% | -$160K | 0.03% | 461 |
|
|
2024
Q4 | $2.23M | Sell |
11,968
-1,454
| -11% | -$271K | 0.03% | 394 |
|
|
2024
Q3 | $2.2M | Sell |
13,422
-84,474
| -86% | -$13.9M | 0.03% | 410 |
|
|
2024
Q2 | $14.8M | Sell |
97,896
-88,160
| -47% | -$13.3M | 0.24% | 122 |
|
|
2024
Q1 | $31.1M | Buy |
186,056
+1,579
| +0.9% | +$264K | 0.54% | 39 |
|
|
2023
Q4 | $30.3M | Buy |
184,477
+5,135
| +3% | +$844K | 0.56% | 37 |
|
|
2023
Q3 | $25.7M | Buy |
179,342
+2,472
| +1% | +$354K | 0.53% | 41 |
|
|
2023
Q2 | $29.6M | Buy |
176,870
+2,089
| +1% | +$349K | 0.69% | 31 |
|
|
2023
Q1 | $27.1M | Buy |
174,781
+72,958
| +72% | +$11.3M | 0.65% | 30 |
|
|
2022
Q4 | $14.1M | Sell |
101,823
-4,526
| -4% | -$626K | 0.36% | 64 |
|
|
2022
Q3 | $13.4M | Sell |
106,349
-5,861
| -5% | -$740K | 0.36% | 62 |
|
|
2022
Q2 | $12.7M | Sell |
112,210
-7,586
| -6% | -$858K | 0.32% | 71 |
|
|
2022
Q1 | $15.9M | Buy |
119,796
+3,886
| +3% | +$517K | 0.35% | 65 |
|
|
2021
Q4 | $17.5M | Buy |
+115,910
| New | +$17.5M | 0.35% | 75 |
|