J.W. Cole Advisors’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 | $3.45M | Sell |
15,827
-1,594
| -9% | -$347K | 0.07% | 262 |
|
|
2025
Q1 | $3.62M | Buy |
17,421
+15,672
| +896% | +$3.26M | 0.11% | 185 |
|
|
2024
Q4 | $327K | Buy |
+1,749
| New | +$327K | 0.01% | 751 |
|
|
2024
Q3 | – | Sell |
-2,016
| Closed | -$305K | – | 941 |
|
|
2024
Q2 | $305K | Sell |
2,016
-29
| -1% | -$4.39K | 0.01% | 698 |
|
|
2024
Q1 | $342K | Buy |
2,045
+97
| +5% | +$16.2K | 0.02% | 646 |
|
|
2023
Q4 | $320K | Buy |
1,948
+147
| +8% | +$24.2K | 0.02% | 625 |
|
|
2023
Q3 | $258K | Buy |
+1,801
| New | +$258K | 0.02% | 605 |
|
|
2020
Q4 | – | Sell |
-19,719
| Closed | -$1.99M | – | 691 |
|
|
2020
Q3 | $1.99M | Buy |
+19,719
| New | +$1.99M | 0.15% | 154 |
|