Plante Moran Financial 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 | $222K | Buy |
1,017
+46
| +5% | +$10K | 0.02% | 152 |
|
|
2025
Q1 | $202K | Hold |
971
| – | – | 0.02% | 170 |
|
|
2024
Q4 | $181K | Hold |
971
| – | – | 0.02% | 187 |
|
|
2024
Q3 | $159K | Hold |
971
| – | – | 0.01% | 203 |
|
|
2024
Q2 | $147K | Hold |
971
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $162K | Sell |
971
-1,389
| -59% | -$232K | 0.02% | 188 |
|
|
2023
Q4 | $388K | Hold |
2,360
| – | – | 0.04% | 100 |
|
|
2023
Q3 | $338K | Hold |
2,360
| – | – | 0.04% | 101 |
|
|
2023
Q2 | $394K | Sell |
2,360
-672
| -22% | -$112K | 0.05% | 93 |
|
|
2023
Q1 | $470K | Sell |
3,032
-22
| -0.7% | -$3.41K | 0.06% | 85 |
|
|
2022
Q4 | $422K | Sell |
3,054
-1,200
| -28% | -$166K | 0.06% | 91 |
|
|
2022
Q3 | $537K | Buy |
4,254
+19
| +0.4% | +$2.4K | 0.09% | 72 |
|
|
2022
Q2 | $479K | Buy |
4,235
+4,015
| +1,825% | +$454K | 0.08% | 80 |
|
|
2022
Q1 | $29K | Sell |
220
-57
| -21% | -$7.51K | 0.01% | 419 |
|
|
2021
Q4 | $42K | Sell |
277
-82
| -23% | -$12.4K | 0.01% | 395 |
|
|
2021
Q3 | $54K | Hold |
359
| – | – | 0.01% | 367 |
|
|
2021
Q2 | $52K | Hold |
359
| – | – | 0.01% | 363 |
|
|
2021
Q1 | $51K | Hold |
359
| – | – | 0.01% | 360 |
|
|
2020
Q4 | $43K | Hold |
359
| – | – | 0.01% | 386 |
|
|
2020
Q3 | $36K | Buy |
359
+339
| +1,695% | +$34K | 0.01% | 376 |
|
|
2020
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 663 |
|
|
2020
Q1 | $1K | Sell |
20
-80
| -80% | -$4K | ﹤0.01% | 683 |
|
|
2019
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 530 |
|
|
2019
Q1 | – | Sell |
-17
| Closed | -$2K | – | 807 |
|
|
2018
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 699 |
|
|
2017
Q1 | – | Sell |
-7
| Closed | -$1K | – | 906 |
|
|
2016
Q4 | $1K | Sell |
7
-1,036
| -99% | -$148K | ﹤0.01% | 906 |
|
|
2016
Q3 | $64K | Buy |
+1,043
| New | +$64K | 0.04% | 272 |
|
|
2016
Q2 | – | Sell |
-145
| Closed | -$10K | – | 905 |
|
|
2016
Q1 | $10K | Sell |
145
-288
| -67% | -$19.9K | 0.01% | 487 |
|
|
2015
Q4 | $28K | Buy |
+433
| New | +$28K | 0.02% | 392 |
|
|
2014
Q2 | – | Sell |
-129
| Closed | -$6K | – | 833 |
|
|
2014
Q1 | $6K | Sell |
129
-95
| -42% | -$4.42K | 0.01% | 439 |
|
|
2013
Q4 | $11K | Hold |
224
| – | – | 0.01% | 430 |
|
|
2013
Q3 | $9K | Buy |
+224
| New | +$9K | 0.01% | 399 |
|