Montag & Associates’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $188K | Buy |
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|
2025
Q2 | $211K | Buy |
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|
2025
Q1 | $194K | Hold |
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|
2024
Q4 | $175K | Sell |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $199K | Hold |
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|
2022
Q3 | $181K | Hold |
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|
2022
Q2 | $162K | Sell |
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|
2022
Q1 | $643K | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $3.42M | Buy |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $3.72M | Buy |
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|
2020
Q2 | $712K | Sell |
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|
2020
Q1 | $914K | Sell |
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|
2019
Q4 | $2.81M | Buy |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $984K | Buy |
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|
2019
Q1 | $573K | Buy |
|