Gideon Capital Advisors’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,786
| Closed | -$684K | – | 296 |
|
|
2019
Q3 | $684K | Buy |
+5,786
| New | +$684K | 0.22% | 149 |
|
|
2018
Q4 | – | Sell |
-7,478
| Closed | -$831K | – | 405 |
|
|
2018
Q3 | $831K | Buy |
+7,478
| New | +$831K | 0.39% | 66 |
|
|
2018
Q2 | – | Sell |
-7,151
| Closed | -$610K | – | 391 |
|
|
2018
Q1 | $610K | Buy |
+7,151
| New | +$610K | 0.38% | 78 |
|
|
2017
Q4 | – | Sell |
-2,999
| Closed | -$236K | – | 319 |
|
|
2017
Q3 | $236K | Buy |
+2,999
| New | +$236K | 0.23% | 213 |
|
|
2017
Q1 | – | Sell |
-4,454
| Closed | -$324K | – | 423 |
|
|
2016
Q4 | $324K | Buy |
+4,454
| New | +$324K | 0.21% | 225 |
|
|
2016
Q1 | – | Sell |
-9,212
| Closed | -$586K | – | 169 |
|
|
2015
Q4 | $586K | Sell |
9,212
-447
| -5% | -$28.4K | 0.43% | 89 |
|
|
2015
Q3 | $592K | Buy |
9,659
+4,549
| +89% | +$279K | 0.35% | 106 |
|
|
2015
Q2 | $325K | Buy |
+5,110
| New | +$325K | 0.13% | 189 |
|
|
2014
Q3 | – | Sell |
-7,249
| Closed | -$300K | – | 288 |
|
|
2014
Q2 | $300K | Buy |
+7,249
| New | +$300K | 0.11% | 198 |
|