Jeppson Wealth Management’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
$665K Buy
3,050
+11
+0.4% +$2.4K 0.23% 95
2025
Q1
$631K Sell
3,039
-1
-0% -$208 0.23% 102
2024
Q4
$568K Sell
3,040
-60
-2% -$11.2K 0.21% 111
2024
Q3
$509K Sell
3,100
-110
-3% -$18.1K 0.18% 122
2024
Q2
$486K Sell
3,210
-70
-2% -$10.6K 0.19% 115
2024
Q1
$548K Sell
3,280
-7
-0.2% -$1.17K 0.21% 109
2023
Q4
$540K Sell
3,287
-7
-0.2% -$1.15K 0.22% 103
2023
Q3
$472K Sell
3,294
-31
-0.9% -$4.44K 0.22% 111
2023
Q2
$556K Sell
3,325
-66
-2% -$11K 0.24% 103
2023
Q1
$526K Buy
3,391
+98
+3% +$15.2K 0.23% 107
2022
Q4
$456K Buy
3,293
+1,032
+46% +$143K 0.19% 117
2022
Q3
$286K Buy
+2,261
New +$286K 0.13% 142