Mount Yale Investment 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 | $29K | Buy |
+133
| New | +$29K | ﹤0.01% | 960 |
|
|
2024
Q3 | – | Sell |
-4,673
| Closed | -$707K | – | 544 |
|
|
2024
Q2 | $707K | Sell |
4,673
-730
| -14% | -$110K | 0.06% | 274 |
|
|
2024
Q1 | $903K | Buy |
5,403
+103
| +2% | +$17.2K | 0.07% | 236 |
|
|
2023
Q4 | $871K | Buy |
5,300
+67
| +1% | +$11K | 0.08% | 222 |
|
|
2023
Q3 | $750K | Buy |
5,233
+119
| +2% | +$17K | 0.08% | 236 |
|
|
2023
Q2 | $854K | Buy |
5,114
+54
| +1% | +$9.02K | 0.09% | 217 |
|
|
2023
Q1 | $785K | Buy |
+5,060
| New | +$785K | 0.09% | 237 |
|