Forum Financial 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 | $361K | Buy |
1,655
+205
| +14% | +$44.7K | 0.01% | 559 |
|
2025
Q1 | $301K | Sell |
1,450
-504
| -26% | -$105K | 0.01% | 590 |
|
2024
Q4 | $365K | Buy |
+1,954
| New | +$365K | 0.01% | 513 |
|
2023
Q4 | – | Sell |
-1,904
| Closed | -$273K | – | 697 |
|
2023
Q3 | $273K | Hold |
1,904
| – | – | 0.01% | 451 |
|
2023
Q2 | $318K | Buy |
+1,904
| New | +$318K | 0.01% | 414 |
|
2022
Q2 | – | Sell |
-1,579
| Closed | -$209K | – | 599 |
|
2022
Q1 | $209K | Hold |
1,579
| – | – | 0.01% | 550 |
|
2021
Q4 | $238K | Buy |
+1,579
| New | +$238K | 0.01% | 531 |
|