Focused 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-147
| Closed | -$24.2K | – | 353 |
|
2023
Q4 | $24.2K | Hold |
147
| – | – | ﹤0.01% | 417 |
|
2023
Q3 | $21K | Buy |
147
+1
| +0.7% | +$143 | ﹤0.01% | 417 |
|
2023
Q2 | $24.5K | Hold |
146
| – | – | ﹤0.01% | 404 |
|
2023
Q1 | $22.7K | Hold |
146
| – | – | ﹤0.01% | 427 |
|
2022
Q4 | $20.1K | Buy |
146
+1
| +0.7% | +$138 | ﹤0.01% | 419 |
|
2022
Q3 | $18K | Sell |
145
-600
| -81% | -$74.5K | ﹤0.01% | 408 |
|
2022
Q2 | $84K | Buy |
745
+601
| +417% | +$67.8K | 0.02% | 206 |
|
2022
Q1 | $19K | Sell |
144
-1
| -0.7% | -$132 | ﹤0.01% | 436 |
|
2021
Q4 | $22K | Hold |
145
| – | – | ﹤0.01% | 464 |
|
2021
Q3 | $22K | Buy |
145
+1
| +0.7% | +$152 | ﹤0.01% | 467 |
|
2021
Q2 | $21K | Hold |
144
| – | – | ﹤0.01% | 491 |
|
2021
Q1 | $20K | Hold |
144
| – | – | ﹤0.01% | 485 |
|
2020
Q4 | $17K | Sell |
144
-1
| -0.7% | -$118 | ﹤0.01% | 464 |
|
2020
Q3 | $15K | Hold |
145
| – | – | ﹤0.01% | 444 |
|
2020
Q2 | $11K | Hold |
145
| – | – | ﹤0.01% | 459 |
|
2020
Q1 | $8K | Buy |
145
+2
| +1% | +$110 | ﹤0.01% | 459 |
|
2019
Q4 | $16K | Buy |
143
+1
| +0.7% | +$112 | ﹤0.01% | 428 |
|
2019
Q3 | $17K | Hold |
142
| – | – | ﹤0.01% | 401 |
|
2019
Q2 | $17K | Hold |
142
| – | – | ﹤0.01% | 422 |
|
2019
Q1 | $17K | Buy |
142
+1
| +0.7% | +$120 | 0.01% | 387 |
|
2018
Q4 | $14K | Hold |
141
| – | – | ﹤0.01% | 408 |
|
2018
Q3 | $16K | Hold |
141
| – | – | 0.01% | 384 |
|
2018
Q2 | $15K | Hold |
141
| – | – | 0.01% | 385 |
|
2018
Q1 | $12K | Buy |
141
+1
| +0.7% | +$85 | ﹤0.01% | 436 |
|
2017
Q4 | $13K | Hold |
140
| – | – | ﹤0.01% | 426 |
|
2017
Q3 | $11K | Hold |
140
| – | – | ﹤0.01% | 407 |
|
2017
Q2 | $13K | Buy |
140
+1
| +0.7% | +$93 | ﹤0.01% | 428 |
|
2017
Q1 | $12K | Hold |
139
| – | – | ﹤0.01% | 434 |
|
2016
Q4 | $10K | Hold |
139
| – | – | ﹤0.01% | 465 |
|
2016
Q3 | $9K | Buy |
139
+1
| +0.7% | +$65 | ﹤0.01% | 454 |
|
2016
Q2 | $9K | Hold |
138
| – | – | ﹤0.01% | 446 |
|
2016
Q1 | $9K | Hold |
138
| – | – | ﹤0.01% | 403 |
|
2015
Q4 | $9K | Sell |
138
-16
| -10% | -$1.04K | 0.01% | 417 |
|
2015
Q3 | $9K | Buy |
154
+1
| +0.7% | +$58 | 0.01% | 405 |
|
2015
Q2 | $10K | Hold |
153
| – | – | 0.01% | 404 |
|
2015
Q1 | $9K | Hold |
153
| – | – | 0.01% | 439 |
|
2014
Q4 | $8K | Buy |
153
+1
| +0.7% | +$52 | 0.01% | 442 |
|
2014
Q3 | $7K | Hold |
152
| – | – | 0.01% | 460 |
|
2014
Q2 | $6K | Buy |
152
+1
| +0.7% | +$39 | ﹤0.01% | 483 |
|
2014
Q1 | $7K | Hold |
151
| – | – | 0.01% | 434 |
|
2013
Q4 | $7K | Hold |
151
| – | – | 0.01% | 432 |
|
2013
Q3 | $6K | Buy |
+151
| New | +$6K | 0.01% | 424 |
|