Prio Wealth Limited Partnership’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $250K | Buy |
1,523
+27
| +2% | +$4.43K | 0.01% | 236 |
|
|
2024
Q2 | $226K | Hold |
1,496
| – | – | 0.01% | 243 |
|
|
2024
Q1 | $250K | Hold |
1,496
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $246K | Hold |
1,496
| – | – | 0.01% | 234 |
|
|
2023
Q3 | $214K | Hold |
1,496
| – | – | 0.01% | 239 |
|
|
2023
Q2 | $250K | Hold |
1,496
| – | – | 0.01% | 226 |
|
|
2023
Q1 | $232K | Hold |
1,496
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $207K | Buy |
+1,496
| New | +$207K | 0.01% | 243 |
|
|
2022
Q1 | – | Sell |
-1,746
| Closed | -$263K | – | 267 |
|
|
2021
Q4 | $263K | Sell |
1,746
-200
| -10% | -$30.1K | 0.01% | 250 |
|
|
2021
Q3 | $295K | Hold |
1,946
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $284K | Buy |
1,946
+368
| +23% | +$53.7K | 0.01% | 241 |
|
|
2021
Q1 | $224K | Sell |
1,578
-618
| -28% | -$87.7K | 0.01% | 259 |
|
|
2020
Q4 | $262K | Hold |
2,196
| – | – | 0.01% | 254 |
|
|
2020
Q3 | $221K | Buy |
+2,196
| New | +$221K | 0.01% | 247 |
|
|
2020
Q1 | – | Sell |
-2,346
| Closed | -$256K | – | 236 |
|
|
2019
Q4 | $256K | Hold |
2,346
| – | – | 0.01% | 235 |
|
|
2019
Q3 | $277K | Sell |
2,346
-282
| -11% | -$33.3K | 0.01% | 220 |
|
|
2019
Q2 | $319K | Hold |
2,628
| – | – | 0.01% | 203 |
|
|
2019
Q1 | $319K | Hold |
2,628
| – | – | 0.02% | 200 |
|
|
2018
Q4 | $262K | Sell |
2,628
-3
| -0.1% | -$299 | 0.01% | 198 |
|
|
2018
Q3 | $292K | Buy |
2,631
+2
| +0.1% | +$222 | 0.01% | 205 |
|
|
2018
Q2 | $281K | Buy |
2,629
+1
| +0% | +$107 | 0.01% | 205 |
|
|
2018
Q1 | $224K | Hold |
2,628
| – | – | 0.01% | 226 |
|
|
2017
Q4 | $252K | Hold |
2,628
| – | – | 0.01% | 218 |
|
|
2017
Q3 | $207K | Hold |
2,628
| – | – | 0.01% | 229 |
|
|
2017
Q2 | $237K | Sell |
2,628
-300
| -10% | -$27.1K | 0.01% | 218 |
|
|
2017
Q1 | $244K | Hold |
2,928
| – | – | 0.01% | 217 |
|
|
2016
Q4 | $212K | Buy |
+2,928
| New | +$212K | 0.01% | 232 |
|
|
2015
Q4 | – | Sell |
-3,276
| Closed | -$200K | – | 245 |
|
|
2015
Q3 | $200K | Hold |
3,276
| – | – | 0.01% | 242 |
|
|
2015
Q2 | $208K | Hold |
3,276
| – | – | 0.01% | 246 |
|
|
2015
Q1 | $203K | Buy |
+3,276
| New | +$203K | 0.01% | 247 |
|