GeoWealth 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
$345K Buy
1,581
+154
+11% +$33.6K 0.01% 512
2025
Q1
$296K Sell
1,427
-143
-9% -$29.7K 0.01% 556
2024
Q4
$293K Sell
1,570
-116
-7% -$21.7K 0.01% 634
2024
Q3
$277K Sell
1,686
-467
-22% -$76.6K 0.01% 623
2024
Q2
$326K Buy
2,153
+488
+29% +$73.8K 0.01% 555
2024
Q1
$278K Buy
1,665
+99
+6% +$16.5K 0.01% 592
2023
Q4
$257K Buy
1,566
+963
+160% +$158K 0.02% 445
2023
Q3
$86K Sell
603
-19
-3% -$2.71K 0.01% 346
2023
Q2
$104K Sell
622
-9
-1% -$1.51K 0.01% 285
2023
Q1
$98K Buy
+631
New +$98K 0.01% 242