OneDigital 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 | $287K | Buy |
1,315
+33
| +3% | +$7.2K | ﹤0.01% | 1190 |
|
|
2025
Q1 | $266K | Buy |
+1,282
| New | +$266K | ﹤0.01% | 1181 |
|
|
2024
Q2 | – | Sell |
-1,412
| Closed | -$236K | – | 1374 |
|
|
2024
Q1 | $236K | Sell |
1,412
-63
| -4% | -$10.5K | ﹤0.01% | 984 |
|
|
2023
Q4 | $242K | Buy |
+1,475
| New | +$242K | ﹤0.01% | 987 |
|
|
2023
Q3 | – | Sell |
-1,250
| Closed | -$209K | – | 1001 |
|
|
2023
Q2 | $209K | Sell |
1,250
-64
| -5% | -$10.7K | ﹤0.01% | 951 |
|
|
2023
Q1 | $204K | Buy |
+1,314
| New | +$204K | ﹤0.01% | 912 |
|
|
2022
Q1 | – | Sell |
-1,437
| Closed | -$216K | – | 756 |
|
|
2021
Q4 | $216K | Buy |
1,437
+78
| +6% | +$11.7K | 0.01% | 691 |
|
|
2021
Q3 | $206K | Buy |
+1,359
| New | +$206K | 0.01% | 676 |
|