JFS Wealth 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 | $17.2K | Buy |
79
+4
| +5% | +$872 | ﹤0.01% | 690 |
|
|
2025
Q1 | $15.6K | Hold |
75
| – | – | ﹤0.01% | 736 |
|
|
2024
Q4 | $14K | Hold |
75
| – | – | ﹤0.01% | 751 |
|
|
2024
Q3 | $12.3K | Buy |
75
+2
| +3% | +$328 | ﹤0.01% | 786 |
|
|
2024
Q2 | $11K | Hold |
73
| – | – | ﹤0.01% | 771 |
|
|
2024
Q1 | $12.2K | Hold |
73
| – | – | ﹤0.01% | 756 |
|
|
2023
Q4 | $12K | Hold |
73
| – | – | ﹤0.01% | 721 |
|
|
2023
Q3 | $10.5K | Hold |
73
| – | – | ﹤0.01% | 709 |
|
|
2023
Q2 | $12.2K | Hold |
73
| – | – | ﹤0.01% | 674 |
|
|
2023
Q1 | $11.3K | Sell |
73
-2
| -3% | -$310 | ﹤0.01% | 677 |
|
|
2022
Q4 | $10.4K | Buy |
75
+4
| +6% | +$553 | ﹤0.01% | 696 |
|
|
2022
Q3 | $9K | Sell |
71
-23
| -24% | -$2.92K | ﹤0.01% | 759 |
|
|
2022
Q2 | $11K | Sell |
94
-1
| -1% | -$117 | ﹤0.01% | 736 |
|
|
2022
Q1 | $13K | Buy |
95
+7
| +8% | +$958 | ﹤0.01% | 707 |
|
|
2021
Q4 | $13K | Sell |
88
-831
| -90% | -$123K | ﹤0.01% | 643 |
|
|
2021
Q3 | $139K | Buy |
+919
| New | +$139K | 0.01% | 261 |
|
|
2015
Q3 | – | Sell |
-336
| Closed | -$21K | – | 503 |
|
|
2015
Q2 | $21K | Hold |
336
| – | – | 0.01% | 271 |
|
|
2015
Q1 | $21K | Buy |
+336
| New | +$21K | 0.01% | 272 |
|