Excalibur 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 | $478K | Hold |
2,195
| – | – | 0.18% | 103 |
|
2025
Q1 | $456K | Hold |
2,195
| – | – | 0.18% | 105 |
|
2024
Q4 | $410K | Hold |
2,195
| – | – | 0.16% | 112 |
|
2024
Q3 | $360K | Sell |
2,195
-25
| -1% | -$4.1K | 0.14% | 129 |
|
2024
Q2 | $336K | Hold |
2,220
| – | – | 0.14% | 123 |
|
2024
Q1 | $371K | Buy |
2,220
+41
| +2% | +$6.85K | 0.16% | 112 |
|
2023
Q4 | $358K | Sell |
2,179
-126
| -5% | -$20.7K | 0.17% | 112 |
|
2023
Q3 | $330K | Hold |
2,305
| – | – | 0.17% | 113 |
|
2023
Q2 | $385K | Hold |
2,305
| – | – | 0.2% | 101 |
|
2023
Q1 | $358K | Hold |
2,305
| – | – | 0.19% | 108 |
|
2022
Q4 | $319K | Hold |
2,305
| – | – | 0.17% | 115 |
|
2022
Q3 | $291K | Hold |
2,305
| – | – | 0.16% | 116 |
|
2022
Q2 | $261K | Hold |
2,305
| – | – | 0.14% | 124 |
|
2022
Q1 | $306K | Hold |
2,305
| – | – | 0.13% | 127 |
|
2021
Q4 | $347K | Hold |
2,305
| – | – | 0.14% | 122 |
|
2021
Q3 | $349K | Hold |
2,305
| – | – | 0.15% | 122 |
|
2021
Q2 | $337K | Hold |
2,305
| – | – | 0.15% | 119 |
|
2021
Q1 | $327K | Hold |
2,305
| – | – | 0.16% | 116 |
|
2020
Q4 | $275K | Hold |
2,305
| – | – | 0.15% | 117 |
|
2020
Q3 | $232K | Buy |
+2,305
| New | +$232K | 0.14% | 113 |
|
2020
Q1 | – | Sell |
-3,525
| Closed | -$384K | – | 134 |
|
2019
Q4 | $384K | Buy |
+3,525
| New | +$384K | 0.25% | 71 |
|