Fortem Financial Group’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,066
| Closed | -$232K | – | 170 |
|
|
2025
Q2 | $232K | Hold |
1,066
| – | – | 0.07% | 152 |
|
|
2025
Q1 | $221K | Buy |
+1,066
| New | +$206K | 0.09% | 173 |
|
|
2024
Q3 | – | Sell |
-1,622
| Closed | -$245K | – | 180 |
|
|
2024
Q2 | $245K | Sell |
1,622
-12
| -0.7% | -$1.83K | 0.11% | 147 |
|
|
2024
Q1 | $273K | Hold |
1,634
| – | – | 0.12% | 141 |
|
|
2023
Q4 | $268K | Buy |
1,634
+1
| +0.1% | +$151 | 0.13% | 145 |
|
|
2023
Q3 | $234K | Sell |
1,633
-143
| -8% | -$22.7K | 0.14% | 146 |
|
|
2023
Q2 | $297K | Sell |
1,776
-30
| -2% | -$4.71K | 0.18% | 130 |
|
|
2023
Q1 | $280K | Sell |
1,806
-2,253
| -56% | -$333K | 0.18% | 122 |
|
|
2022
Q4 | $561K | Hold |
4,059
| – | – | 0.33% | 92 |
|
|
2022
Q3 | $513K | Sell |
4,059
-464
| -10% | -$58K | 0.36% | 86 |
|
|
2022
Q2 | $512K | Sell |
4,523
-10,602
| -70% | -$1.32M | 0.34% | 93 |
|
|
2022
Q1 | $2.01M | Sell |
15,125
-1,087
| -7% | -$150K | 0.88% | 44 |
|
|
2021
Q4 | $2.44M | Buy |
16,212
+176
| +1% | +$26K | 1.11% | 29 |
|
|
2021
Q3 | $2.43M | Buy |
16,036
+20
| +0.1% | +$2.94K | 1.23% | 22 |
|
|
2021
Q2 | $2.34M | Buy |
16,016
+500
| +3% | +$70.4K | 1.19% | 19 |
|
|
2021
Q1 | $2.2M | Sell |
15,516
-166
| -1% | -$21.8K | 1.28% | 19 |
|
|
2020
Q4 | $1.87M | Sell |
15,682
-279
| -2% | -$29.9K | 1.12% | 21 |
|
|
2020
Q3 | $1.61M | Sell |
15,961
-10,316
| -39% | -$857K | 1.16% | 25 |
|
|
2020
Q2 | $1.99M | Sell |
26,277
-5,314
| -17% | -$377K | 1.54% | 17 |
|
|
2020
Q1 | $1.72M | Buy |
31,591
+11,516
| +57% | +$1.12M | 1.57% | 15 |
|
|
2019
Q4 | $2.19M | Buy |
20,075
+1,169
| +6% | +$133K | 1.62% | 15 |
|
|
2019
Q3 | $2.23M | Buy |
18,906
+2,252
| +14% | +$275K | 1.91% | 11 |
|
|
2019
Q2 | $2.03M | Sell |
16,654
-549
| -3% | -$65.3K | 2.04% | 8 |
|
|
2019
Q1 | $2.09M | Buy |
17,203
+406
| +2% | +$44.5K | 2.17% | 8 |
|
|
2018
Q4 | $1.68M | Buy |
+16,797
| New | +$1.8M | 2.02% | 10 |
|
Other funds holding DRI
