SAG
SageView Advisory Group’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
1,915
+30
| +2% | +$6.09K | 0.01% | 430 |
|
|
2025
Q1 | $392K | Buy |
1,885
+23
| +1% | +$4.78K | 0.02% | 397 |
|
|
2024
Q4 | $348K | Buy |
1,862
+45
| +2% | +$8.4K | 0.02% | 411 |
|
|
2024
Q3 | $298K | Sell |
1,817
-936
| -34% | -$154K | 0.02% | 399 |
|
|
2024
Q2 | $417K | Buy |
2,753
+488
| +22% | +$73.8K | 0.02% | 369 |
|
|
2024
Q1 | $379K | Sell |
2,265
-1,007
| -31% | -$168K | 0.02% | 371 |
|
|
2023
Q4 | $536K | Buy |
3,272
+854
| +35% | +$140K | 0.02% | 379 |
|
|
2023
Q3 | $346K | Buy |
2,418
+12
| +0.5% | +$1.72K | 0.02% | 394 |
|
|
2023
Q2 | $402K | Buy |
2,406
+581
| +32% | +$97.1K | 0.02% | 388 |
|
|
2023
Q1 | $283K | Buy |
1,825
+108
| +6% | +$16.8K | 0.02% | 395 |
|
|
2022
Q4 | $237K | Buy |
+1,717
| New | +$237K | 0.02% | 372 |
|