Creative Planning’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 | $6.77M | Buy |
31,050
+690
| +2% | +$150K | 0.01% | 654 |
|
|
2025
Q1 | $6.31M | Buy |
30,360
+10,327
| +52% | +$2.15M | 0.01% | 633 |
|
|
2024
Q4 | $3.74M | Buy |
20,033
+2,507
| +14% | +$468K | ﹤0.01% | 790 |
|
|
2024
Q3 | $2.88M | Sell |
17,526
-2,878
| -14% | -$472K | ﹤0.01% | 882 |
|
|
2024
Q2 | $3.09M | Buy |
20,404
+1,228
| +6% | +$186K | ﹤0.01% | 807 |
|
|
2024
Q1 | $3.21M | Buy |
19,176
+1,350
| +8% | +$226K | ﹤0.01% | 775 |
|
|
2023
Q4 | $2.93M | Buy |
17,826
+404
| +2% | +$66.4K | 0.01% | 749 |
|
|
2023
Q3 | $2.5M | Buy |
17,422
+1,658
| +11% | +$237K | ﹤0.01% | 763 |
|
|
2023
Q2 | $2.63M | Buy |
15,764
+671
| +4% | +$112K | ﹤0.01% | 710 |
|
|
2023
Q1 | $2.34M | Buy |
15,093
+2,550
| +20% | +$396K | ﹤0.01% | 722 |
|
|
2022
Q4 | $1.74M | Buy |
12,543
+101
| +0.8% | +$14K | ﹤0.01% | 800 |
|
|
2022
Q3 | $1.57M | Buy |
12,442
+796
| +7% | +$101K | ﹤0.01% | 769 |
|
|
2022
Q2 | $1.32M | Sell |
11,646
-1,288
| -10% | -$146K | ﹤0.01% | 857 |
|
|
2022
Q1 | $1.72M | Buy |
12,934
+169
| +1% | +$22.5K | ﹤0.01% | 765 |
|
|
2021
Q4 | $1.92M | Sell |
12,765
-1,486
| -10% | -$224K | ﹤0.01% | 698 |
|
|
2021
Q3 | $2.16M | Buy |
14,251
+417
| +3% | +$63.2K | ﹤0.01% | 662 |
|
|
2021
Q2 | $2.02M | Sell |
13,834
-1,580
| -10% | -$231K | ﹤0.01% | 680 |
|
|
2021
Q1 | $2.19M | Buy |
15,414
+1,401
| +10% | +$199K | ﹤0.01% | 678 |
|
|
2020
Q4 | $1.67M | Buy |
14,013
+42
| +0.3% | +$5K | ﹤0.01% | 729 |
|
|
2020
Q3 | $1.41M | Sell |
13,971
-937
| -6% | -$94.4K | ﹤0.01% | 677 |
|
|
2020
Q2 | $1.13M | Sell |
14,908
-822
| -5% | -$62.3K | ﹤0.01% | 695 |
|
|
2020
Q1 | $857K | Sell |
15,730
-624
| -4% | -$34K | ﹤0.01% | 707 |
|
|
2019
Q4 | $1.78M | Sell |
16,354
-385
| -2% | -$42K | 0.01% | 550 |
|
|
2019
Q3 | $1.98M | Buy |
16,739
+1,092
| +7% | +$129K | 0.01% | 494 |
|
|
2019
Q2 | $1.91M | Sell |
15,647
-379
| -2% | -$46.1K | 0.01% | 512 |
|
|
2019
Q1 | $1.95M | Sell |
16,026
-102
| -0.6% | -$12.4K | 0.01% | 469 |
|
|
2018
Q4 | $1.61M | Buy |
16,128
+31
| +0.2% | +$3.1K | 0.01% | 474 |
|
|
2018
Q3 | $1.79M | Buy |
16,097
+4,140
| +35% | +$460K | 0.01% | 509 |
|
|
2018
Q2 | $1.28M | Buy |
11,957
+4,797
| +67% | +$514K | 0.01% | 613 |
|
|
2018
Q1 | $610K | Buy |
7,160
+874
| +14% | +$74.5K | ﹤0.01% | 976 |
|
|
2017
Q4 | $604K | Sell |
6,286
-410
| -6% | -$39.4K | ﹤0.01% | 959 |
|
|
2017
Q3 | $527K | Sell |
6,696
-967
| -13% | -$76.1K | ﹤0.01% | 1028 |
|
|
2017
Q2 | $693K | Sell |
7,663
-106
| -1% | -$9.59K | ﹤0.01% | 849 |
|
|
2017
Q1 | $650K | Buy |
7,769
+761
| +11% | +$63.7K | ﹤0.01% | 844 |
|
|
2016
Q4 | $510K | Buy |
7,008
+739
| +12% | +$53.8K | ﹤0.01% | 912 |
|
|
2016
Q3 | $384K | Sell |
6,269
-1,031
| -14% | -$63.2K | ﹤0.01% | 1030 |
|
|
2016
Q2 | $462K | Sell |
7,300
-721
| -9% | -$45.6K | ﹤0.01% | 812 |
|
|
2016
Q1 | $532K | Buy |
8,021
+910
| +13% | +$60.4K | ﹤0.01% | 718 |
|
|
2015
Q4 | $453K | Buy |
7,111
+706
| +11% | +$45K | ﹤0.01% | 806 |
|
|
2015
Q3 | $392K | Buy |
+6,405
| New | +$392K | ﹤0.01% | 839 |
|
|
2015
Q2 | – | Sell |
-4,097
| Closed | -$254K | – | 1507 |
|
|
2015
Q1 | $254K | Sell |
4,097
-112
| -3% | -$6.94K | ﹤0.01% | 1067 |
|
|
2014
Q4 | $221K | Buy |
4,209
+1,107
| +36% | +$58.1K | ﹤0.01% | 1075 |
|
|
2014
Q3 | $143K | Sell |
3,102
-802
| -21% | -$37K | ﹤0.01% | 1247 |
|
|
2014
Q2 | $162K | Buy |
3,904
+1,422
| +57% | +$59K | ﹤0.01% | 1144 |
|
|
2014
Q1 | $113K | Buy |
2,482
+1,308
| +111% | +$59.6K | ﹤0.01% | 1325 |
|
|
2013
Q4 | $57K | Sell |
1,174
-223
| -16% | -$10.8K | ﹤0.01% | 1513 |
|
|
2013
Q3 | $58K | Sell |
1,397
-1,587
| -53% | -$65.9K | ﹤0.01% | 1422 |
|
|
2013
Q2 | $135K | Buy |
+2,984
| New | +$135K | ﹤0.01% | 833 |
|