HBK Sorce Advisory’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-5,183
| Closed | -$786K | – | 607 |
|
2021
Q3 | $786K | Buy |
5,183
+11
| +0.2% | +$1.67K | 0.04% | 239 |
|
2021
Q2 | $756K | Buy |
5,172
+2,361
| +84% | +$345K | 0.04% | 248 |
|
2021
Q1 | $400K | Sell |
2,811
-82
| -3% | -$11.7K | 0.02% | 337 |
|
2020
Q4 | $345K | Buy |
+2,893
| New | +$345K | 0.02% | 346 |
|