SPWG
Sage Private Wealth Group’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
1,781
-258
| -13% | -$56.2K | 0.25% | 57 |
|
|
2025
Q1 | $424K | Sell |
2,039
-119
| -6% | -$24.7K | 0.32% | 45 |
|
|
2024
Q4 | $403K | Buy |
2,158
+43
| +2% | +$8.03K | 0.3% | 47 |
|
|
2024
Q3 | $347K | Sell |
2,115
-343
| -14% | -$56.3K | 0.27% | 65 |
|
|
2024
Q2 | $372K | Buy |
2,458
+700
| +40% | +$106K | 0.31% | 48 |
|
|
2024
Q1 | $294K | Buy |
1,758
+412
| +31% | +$68.9K | 0.24% | 60 |
|
|
2023
Q4 | $221K | Sell |
1,346
-182
| -12% | -$29.9K | 0.2% | 54 |
|
|
2023
Q3 | $219K | Buy |
1,528
+10
| +0.7% | +$1.43K | 0.3% | 44 |
|
|
2023
Q2 | $254K | Buy |
1,518
+2
| +0.1% | +$334 | 0.35% | 39 |
|
|
2023
Q1 | $235K | Buy |
+1,516
| New | +$235K | 0.27% | 40 |
|
|
2022
Q4 | – | Sell |
-1,410
| Closed | -$178K | – | 79 |
|
|
2022
Q3 | $178K | Buy |
1,410
+467
| +50% | +$59K | 0.24% | 49 |
|
|
2022
Q2 | $107K | Buy |
943
+303
| +47% | +$34.4K | 0.15% | 66 |
|
|
2022
Q1 | $85K | Buy |
640
+264
| +70% | +$35.1K | 0.08% | 75 |
|
|
2021
Q4 | $56K | Buy |
376
+91
| +32% | +$13.6K | 0.07% | 79 |
|
|
2021
Q3 | $43K | Buy |
+285
| New | +$43K | 0.06% | 87 |
|