First Trust Direct Indexing’s Darden Restaurants DRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,560	Closed	-$584K	–	256
2024 Q3	$584K	Sell	3,560 -47	-1%	-$7.12K	0.03%	498
2024 Q2	$546K	Buy	3,607 +575	+19%	+$87.5K	0.03%	480
2024 Q1	$507K	Buy	3,032 +184	+6%	+$30.5K	0.04%	466
2023 Q4	$468K	Buy	2,848 +679	+31%	+$103K	0.04%	459
2023 Q3	$311K	Sell	2,169 -118	-5%	-$18.7K	0.04%	509
2023 Q2	$382K	Buy	2,287 +659	+40%	+$104K	0.04%	475
2023 Q1	$253K	Buy	1,628 +65	+4%	+$9.62K	0.03%	593
2022 Q4	$216K	Sell	1,563 -134	-8%	-$18.7K	0.03%	606
2022 Q3	$214K	Buy	+1,697	New	+$212K	0.03%	564
2022 Q1	–	Sell	-1,366	Closed	-$206K	–	681
2021 Q4	$206K	Sell	1,366 -199	-13%	-$29.4K	0.03%	608
2021 Q3	$237K	Buy	+1,565	New	+$230K	0.03%	545