SeaCrest Wealth Management’s Darden Restaurants DRI Stock Holding History

SeaCrest Wealth Management’s Portfolio DRI Stock Details DRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,101	Closed	-$206K	–	671
2024 Q4	$206K	Buy	+1,101	New	+$185K	0.02%	611
2022 Q3	–	Sell	-1,112	Closed	-$126K	–	846
2022 Q2	$126K	Buy	+1,112	New	+$139K	0.02%	768
2021 Q3	–	Sell	-1,839	Closed	-$268K	–	692
2021 Q2	$268K	Buy	1,839 +160	+10%	+$22.5K	0.03%	533
2021 Q1	$238K	Buy	+1,679	New	+$221K	0.03%	539
2019 Q2	–	Sell	-250	Closed	-$30K	–	852
2019 Q1	$30K	Buy	250 +33	+15%	+$3.62K	0.01%	1112
2018 Q4	$22K	Sell	217 -795	-79%	-$85K	﹤0.01%	1203
2018 Q3	$113K	Buy	1,012 +167	+20%	+$18.8K	0.02%	698
2018 Q2	$90K	Sell	845 -84	-9%	-$7.69K	0.02%	754
2018 Q1	$79K	Buy	929 +21	+2%	+$1.99K	0.01%	781
2017 Q4	$87K	Buy	+908	New	+$76.7K	0.02%	764

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

SeaCrest Wealth Management's DRI Position: Q1 2025 in Review

SeaCrest Wealth Management sold out of Darden Restaurants (DRI) in Q1 2025, closing a stake of 1,101 shares — an estimated $206K sold.

SeaCrest Wealth Management first reported a position in DRI in Q4 2017 and held it in 10 quarters. The position peaked at $268K in Q2 2021. 1,011 funds tracked by Wall St. Rank hold DRI as of Q1 2025.

SeaCrest Wealth Management reported no remaining Darden Restaurants position as of Q1 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 1,101 Darden Restaurants shares in Q1 2025, an estimated $206K.
SeaCrest Wealth Management first reported a position in Darden Restaurants in Q4 2017 and held it in 10 quarters.
SeaCrest Wealth Management's Darden Restaurants position peaked at $268K in Q2 2021.
1,011 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2025.

Based on SeaCrest Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.