Kingswood 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 | – | Sell |
-1,009
| Closed | -$210K | – | 755 |
|
|
2025
Q1 | $210K | Sell |
1,009
-183
| -15% | -$38.1K | 0.02% | 673 |
|
|
2024
Q4 | $223K | Sell |
1,192
-2,826
| -70% | -$528K | 0.02% | 706 |
|
|
2024
Q3 | $660K | Buy |
4,018
+687
| +21% | +$113K | 0.05% | 385 |
|
|
2024
Q2 | $504K | Buy |
3,331
+38
| +1% | +$5.75K | 0.05% | 386 |
|
|
2024
Q1 | $550K | Buy |
3,293
+36
| +1% | +$6.02K | 0.06% | 325 |
|
|
2023
Q4 | $535K | Buy |
+3,257
| New | +$535K | 0.06% | 335 |
|