MIM
Montgomery Investment Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Hold |
3,000
| – | – | 0.25% | 57 |
|
|
2025
Q1 | $623K | Hold |
3,000
| – | – | 0.25% | 54 |
|
|
2024
Q4 | $560K | Hold |
3,000
| – | – | 0.22% | 56 |
|
|
2024
Q3 | $492K | Hold |
3,000
| – | – | 0.18% | 60 |
|
|
2024
Q2 | $454K | Hold |
3,000
| – | – | 0.18% | 62 |
|
|
2024
Q1 | $501K | Hold |
3,000
| – | – | 0.19% | 59 |
|
|
2023
Q4 | $493K | Hold |
3,000
| – | – | 0.15% | 65 |
|
|
2023
Q3 | $430K | Hold |
3,000
| – | – | 0.15% | 67 |
|
|
2023
Q2 | $501K | Hold |
3,000
| – | – | 0.17% | 62 |
|
|
2023
Q1 | $465K | Hold |
3,000
| – | – | 0.16% | 61 |
|
|
2022
Q4 | $415K | Hold |
3,000
| – | – | 0.15% | 65 |
|
|
2022
Q3 | $379K | Hold |
3,000
| – | – | 0.16% | 64 |
|
|
2022
Q2 | $339K | Hold |
3,000
| – | – | 0.14% | 66 |
|
|
2022
Q1 | $399K | Hold |
3,000
| – | – | 0.14% | 66 |
|
|
2021
Q4 | $452K | Hold |
3,000
| – | – | 0.15% | 63 |
|
|
2021
Q3 | $454K | Hold |
3,000
| – | – | 0.17% | 63 |
|
|
2021
Q2 | $438K | Hold |
3,000
| – | – | 0.16% | 65 |
|
|
2021
Q1 | $426K | Hold |
3,000
| – | – | 0.16% | 64 |
|
|
2020
Q4 | $357K | Hold |
3,000
| – | – | 0.16% | 65 |
|
|
2020
Q3 | $302K | Hold |
3,000
| – | – | 0.16% | 64 |
|
|
2020
Q2 | $227K | Buy |
+3,000
| New | +$227K | 0.12% | 75 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$327K | – | 89 |
|
|
2019
Q4 | $327K | Hold |
3,000
| – | – | 0.13% | 78 |
|
|
2019
Q3 | $355K | Hold |
3,000
| – | – | 0.15% | 77 |
|
|
2019
Q2 | $365K | Hold |
3,000
| – | – | 0.16% | 75 |
|
|
2019
Q1 | $364K | Hold |
3,000
| – | – | 0.16% | 74 |
|
|
2018
Q4 | $300K | Hold |
3,000
| – | – | 0.15% | 75 |
|
|
2018
Q3 | $334K | Hold |
3,000
| – | – | 0.14% | 83 |
|
|
2018
Q2 | $321K | Hold |
3,000
| – | – | 0.13% | 81 |
|
|
2018
Q1 | $256K | Sell |
3,000
-2,000
| -40% | -$171K | 0.11% | 84 |
|
|
2017
Q4 | $480K | Hold |
5,000
| – | – | 0.19% | 66 |
|
|
2017
Q3 | $394K | Hold |
5,000
| – | – | 0.18% | 72 |
|
|
2017
Q2 | $452K | Hold |
5,000
| – | – | 0.21% | 66 |
|
|
2017
Q1 | $418K | Hold |
5,000
| – | – | 0.18% | 74 |
|
|
2016
Q4 | $364K | Hold |
5,000
| – | – | 0.16% | 80 |
|
|
2016
Q3 | $307K | Hold |
5,000
| – | – | 0.14% | 81 |
|
|
2016
Q2 | $317K | Hold |
5,000
| – | – | 0.15% | 78 |
|
|
2016
Q1 | $331K | Sell |
5,000
-6,000
| -55% | -$397K | 0.19% | 65 |
|
|
2015
Q4 | $700K | Hold |
11,000
| – | – | 0.4% | 51 |
|
|
2015
Q3 | $754K | Hold |
11,000
| – | – | 0.45% | 49 |
|
|
2015
Q2 | $782K | Sell |
11,000
-3,180
| -22% | -$226K | 0.4% | 54 |
|
|
2015
Q1 | $983K | Sell |
14,180
-820
| -5% | -$56.8K | 0.49% | 48 |
|
|
2014
Q4 | $879K | Sell |
15,000
-4,261
| -22% | -$250K | 0.42% | 51 |
|
|
2014
Q3 | $991K | Hold |
19,261
| – | – | 0.68% | 37 |
|
|
2014
Q2 | $891K | Hold |
19,261
| – | – | 0.68% | 35 |
|
|
2014
Q1 | $978K | Sell |
19,261
-739
| -4% | -$37.5K | 0.79% | 29 |
|
|
2013
Q4 | $1.09M | Sell |
20,000
-20,500
| -51% | -$1.11M | 0.89% | 31 |
|
|
2013
Q3 | $1.88M | Sell |
40,500
-34,100
| -46% | -$1.58M | 1.02% | 32 |
|
|
2013
Q2 | $3.77M | Buy |
+74,600
| New | +$3.77M | 2.06% | 14 |
|