Lee, Danner & Bass’s Darden Restaurants DRI Stock Holding History

Lee, Danner & Bass’s Portfolio DRI Stock Details DRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$924K	Hold	4,240	–	–	0.07%	138
2025 Q1	$881K	Sell	4,240 -49	-1%	-$10.2K	0.07%	139
2024 Q4	$801K	Hold	4,289	–	–	0.06%	144
2024 Q3	$704K	Hold	4,289	–	–	0.05%	154
2024 Q2	$649K	Buy	+4,289	New	+$649K	0.05%	154
2023 Q4	$705K	Sell	4,289 -15	-0.3%	-$2.47K	0.06%	146
2023 Q3	$616K	Buy	4,304 +12	+0.3%	+$1.72K	0.06%	146
2023 Q2	$717K	Sell	4,292 -597	-12%	-$99.7K	0.06%	146
2023 Q1	$759K	Hold	4,889	–	–	0.07%	141
2022 Q4	$676K	Hold	4,889	–	–	0.06%	146
2022 Q3	$618K	Hold	4,889	–	–	0.07%	143
2022 Q2	$553K	Hold	4,889	–	–	0.06%	147
2022 Q1	$650K	Sell	4,889 -37	-0.8%	-$4.92K	0.06%	145
2021 Q4	$742K	Hold	4,926	–	–	0.06%	140
2021 Q3	$746K	Hold	4,926	–	–	0.07%	137
2021 Q2	$719K	Sell	4,926 -300	-6%	-$43.8K	0.07%	136
2021 Q1	$742K	Hold	5,226	–	–	0.07%	133
2020 Q4	$623K	Buy	5,226 +20	+0.4%	+$2.38K	0.07%	132
2020 Q3	$524K	Hold	5,206	–	–	0.06%	134
2020 Q2	$394K	Sell	5,206 -234	-4%	-$17.7K	0.05%	142
2020 Q1	$296K	Hold	5,440	–	–	0.04%	148
2019 Q4	$593K	Hold	5,440	–	–	0.06%	139
2019 Q3	$643K	Hold	5,440	–	–	0.07%	135
2019 Q2	$662K	Sell	5,440 -500	-8%	-$60.8K	0.07%	135
2019 Q1	$722K	Hold	5,940	–	–	0.08%	128
2018 Q4	$593K	Sell	5,940 -500	-8%	-$49.9K	0.07%	131
2018 Q3	$716K	Hold	6,440	–	–	0.07%	130
2018 Q2	$689K	Hold	6,440	–	–	0.07%	128
2018 Q1	$549K	Hold	6,440	–	–	0.06%	134
2017 Q4	$618K	Hold	6,440	–	–	0.06%	129
2017 Q3	$507K	Hold	6,440	–	–	0.05%	132
2017 Q2	$582K	Hold	6,440	–	–	0.07%	124
2017 Q1	$539K	Hold	6,440	–	–	0.06%	126
2016 Q4	$468K	Hold	6,440	–	–	0.06%	128
2016 Q3	$395K	Hold	6,440	–	–	0.05%	131
2016 Q2	$408K	Hold	6,440	–	–	0.05%	130
2016 Q1	$411K	Buy	6,440 +1,440	+29%	+$91.9K	0.05%	127
2015 Q4	$318K	Sell	5,000 -593	-11%	-$37.7K	0.04%	135
2015 Q3	$343K	Hold	5,593	–	–	0.05%	139
2015 Q2	$355K	Hold	5,593	–	–	0.04%	139
2015 Q1	$347K	Hold	5,593	–	–	0.04%	135
2014 Q4	$293K	Hold	5,593	–	–	0.04%	142
2014 Q3	$257K	Hold	5,593	–	–	0.03%	145
2014 Q2	$231K	Hold	5,593	–	–	0.03%	148
2014 Q1	$254K	Sell	5,593 -140	-2%	-$6.36K	0.03%	140
2013 Q4	$279K	Buy	5,733 +140	+3%	+$6.81K	0.04%	132
2013 Q3	$231K	Hold	5,593	–	–	0.03%	136
2013 Q2	$252K	Buy	+5,593	New	+$252K	0.04%	131