GoalVest Advisory’s Darden Restaurants DRI Stock Holding History

GoalVest Advisory’s Portfolio DRI Stock Details DRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.09K	Buy	+15	New	+$3K	﹤0.01%	418
2025 Q3	–	Sell	-74	Closed	-$16.1K	–	407
2025 Q2	$16.1K	Hold	74	–	–	﹤0.01%	289
2025 Q1	$15.4K	Hold	74	–	–	﹤0.01%	249
2024 Q4	$13.8K	Hold	74	–	–	﹤0.01%	265
2024 Q3	$12.1K	Buy	+74	New	+$11.2K	﹤0.01%	304
2022 Q2	–	Sell	-1	Closed	–	–	365
2022 Q1	$0	Buy	+1	New	+$138	﹤0.01%	403

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QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return