Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.78M | Sell |
44,864
-28,844
| -39% | -$6.29M | 0.24% | 103 |
|
|
2025
Q1 | $15.3M | Buy |
73,708
+49,730
| +207% | +$10.3M | 0.22% | 114 |
|
|
2024
Q4 | $4.48M | Buy |
23,978
+698
| +3% | +$130K | 0.16% | 156 |
|
|
2024
Q3 | $3.82M | Buy |
23,280
+1,141
| +5% | +$187K | 0.15% | 169 |
|
|
2024
Q2 | $3.35M | Buy |
22,139
+837
| +4% | +$127K | 0.15% | 157 |
|
|
2024
Q1 | $3.56M | Buy |
21,302
+833
| +4% | +$139K | 0.16% | 157 |
|
|
2023
Q4 | $3.36M | Buy |
20,469
+20,229
| +8,429% | +$3.32M | 0.17% | 151 |
|
|
2023
Q3 | $34.4K | Sell |
240
-8
| -3% | -$1.15K | ﹤0.01% | 1189 |
|
|
2023
Q2 | $41.4K | Buy |
248
+8
| +3% | +$1.34K | ﹤0.01% | 1129 |
|
|
2023
Q1 | $37.2K | Buy |
240
+71
| +42% | +$11K | ﹤0.01% | 1163 |
|
|
2022
Q4 | $23.4K | Sell |
169
-71
| -30% | -$9.82K | ﹤0.01% | 1287 |
|
|
2022
Q3 | $30K | Sell |
240
-1,270
| -84% | -$159K | ﹤0.01% | 1194 |
|
|
2022
Q2 | $172K | Sell |
1,510
-2
| -0.1% | -$228 | 0.01% | 803 |
|
|
2022
Q1 | $200K | Buy |
1,512
+3
| +0.2% | +$397 | 0.01% | 804 |
|
|
2021
Q4 | $227K | Sell |
1,509
-10
| -0.7% | -$1.5K | 0.01% | 810 |
|
|
2021
Q3 | $236K | Hold |
1,519
| – | – | 0.01% | 792 |
|
|
2021
Q2 | $225K | Sell |
1,519
-140
| -8% | -$20.7K | 0.01% | 797 |
|
|
2021
Q1 | $243K | Hold |
1,659
| – | – | 0.01% | 890 |
|
|
2020
Q4 | $224K | Buy |
1,659
+150
| +10% | +$20.3K | 0.01% | 792 |
|
|
2020
Q3 | $146K | Hold |
1,509
| – | – | 0.01% | 793 |
|
|
2020
Q2 | $110K | Sell |
1,509
-8
| -0.5% | -$583 | 0.01% | 873 |
|
|
2020
Q1 | $82K | Sell |
1,517
-50
| -3% | -$2.7K | 0.01% | 907 |
|
|
2019
Q4 | $169K | Hold |
1,567
| – | – | 0.01% | 751 |
|
|
2019
Q3 | $182K | Hold |
1,567
| – | – | 0.01% | 689 |
|
|
2019
Q2 | $190K | Buy |
1,567
+132
| +9% | +$16K | 0.01% | 685 |
|
|
2019
Q1 | $174K | Buy |
1,435
+16
| +1% | +$1.94K | 0.01% | 689 |
|
|
2018
Q4 | $139K | Hold |
1,419
| – | – | 0.01% | 724 |
|
|
2018
Q3 | $157K | Sell |
1,419
-31
| -2% | -$3.43K | 0.01% | 728 |
|
|
2018
Q2 | $155K | Sell |
1,450
-500
| -26% | -$53.4K | 0.01% | 633 |
|
|
2018
Q1 | $166K | Hold |
1,950
| – | – | 0.01% | 586 |
|
|
2017
Q4 | $187K | Buy |
1,950
+200
| +11% | +$19.2K | 0.02% | 551 |
|
|
2017
Q3 | $137K | Hold |
1,750
| – | – | 0.01% | 616 |
|
|
2017
Q2 | $158K | Sell |
1,750
-106
| -6% | -$9.57K | 0.02% | 558 |
|
|
2017
Q1 | $155K | Sell |
1,856
-34,291
| -95% | -$2.86M | 0.02% | 540 |
|
|
2016
Q4 | $2.63M | Buy |
36,147
+10,158
| +39% | +$739K | 0.35% | 81 |
|
|
2016
Q3 | $1.6M | Buy |
25,989
+15,867
| +157% | +$977K | 0.22% | 113 |
|
|
2016
Q2 | $637K | Buy |
10,122
+3,338
| +49% | +$210K | 0.09% | 204 |
|
|
2016
Q1 | $454K | Buy |
+6,784
| New | +$454K | 0.07% | 250 |
|