Great Valley Advisor Group’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 | $314K | Sell |
1,443
-207
| -13% | -$45.1K | 0.01% | 733 |
|
2025
Q1 | $343K | Sell |
1,650
-181
| -10% | -$37.6K | 0.01% | 684 |
|
2024
Q4 | $342K | Sell |
1,831
-164
| -8% | -$30.6K | 0.01% | 664 |
|
2024
Q3 | $328K | Sell |
1,995
-72
| -3% | -$11.8K | 0.01% | 667 |
|
2024
Q2 | $313K | Sell |
2,067
-84
| -4% | -$12.7K | 0.01% | 633 |
|
2024
Q1 | $360K | Sell |
2,151
-16
| -0.7% | -$2.68K | 0.01% | 560 |
|
2023
Q4 | $356K | Sell |
2,167
-162
| -7% | -$26.6K | 0.01% | 537 |
|
2023
Q3 | $333K | Buy |
2,329
+609
| +35% | +$87.2K | 0.01% | 527 |
|
2023
Q2 | $287K | Buy |
1,720
+321
| +23% | +$53.6K | 0.01% | 567 |
|
2023
Q1 | $217K | Sell |
1,399
-4,283
| -75% | -$664K | 0.01% | 635 |
|
2022
Q4 | $786K | Buy |
5,682
+1,637
| +40% | +$226K | 0.04% | 359 |
|
2022
Q3 | $511K | Buy |
4,045
+403
| +11% | +$50.9K | 0.03% | 415 |
|
2022
Q2 | $412K | Buy |
3,642
+142
| +4% | +$16.1K | 0.02% | 470 |
|
2022
Q1 | $473K | Sell |
3,500
-385
| -10% | -$52K | 0.03% | 403 |
|
2021
Q4 | $586K | Buy |
+3,885
| New | +$586K | 0.04% | 356 |
|
2020
Q1 | – | Sell |
-2,698
| Closed | -$294K | – | 322 |
|
2019
Q4 | $294K | Buy |
+2,698
| New | +$294K | 0.07% | 282 |
|