SWA
SFMG Wealth Advisors’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
6,717
+8
| +0.1% | +$1.74K | 0.11% | 85 |
|
|
2025
Q1 | $1.39M | Buy |
6,709
+36
| +0.5% | +$7.48K | 0.11% | 88 |
|
|
2024
Q4 | $1.25M | Sell |
6,673
-19
| -0.3% | -$3.55K | 0.1% | 92 |
|
|
2024
Q3 | $1.1M | Sell |
6,692
-11
| -0.2% | -$1.81K | 0.09% | 88 |
|
|
2024
Q2 | $1.01M | Buy |
6,703
+25
| +0.4% | +$3.78K | 0.09% | 92 |
|
|
2024
Q1 | $1.12M | Buy |
6,678
+9
| +0.1% | +$1.5K | 0.1% | 90 |
|
|
2023
Q4 | $1.1M | Buy |
6,669
+9
| +0.1% | +$1.48K | 0.1% | 88 |
|
|
2023
Q3 | $954K | Sell |
6,660
-12
| -0.2% | -$1.72K | 0.1% | 87 |
|
|
2023
Q2 | $1.11M | Sell |
6,672
-27
| -0.4% | -$4.51K | 0.11% | 83 |
|
|
2023
Q1 | $1.04M | Buy |
6,699
+9
| +0.1% | +$1.4K | 0.11% | 86 |
|
|
2022
Q4 | $925K | Buy |
6,690
+1,767
| +36% | +$244K | 0.1% | 91 |
|
|
2022
Q3 | $641K | Buy |
4,923
+141
| +3% | +$18.4K | 0.07% | 107 |
|
|
2022
Q2 | $541K | Sell |
4,782
-6
| -0.1% | -$679 | 0.06% | 122 |
|
|
2022
Q1 | $637K | Buy |
4,788
+301
| +7% | +$40K | 0.06% | 122 |
|
|
2021
Q4 | $676K | Buy |
4,487
+1,036
| +30% | +$156K | 0.07% | 123 |
|
|
2021
Q3 | $523K | Buy |
3,451
+284
| +9% | +$43K | 0.06% | 140 |
|
|
2021
Q2 | $462K | Hold |
3,167
| – | – | 0.05% | 157 |
|
|
2021
Q1 | $450K | Hold |
3,167
| – | – | 0.05% | 152 |
|
|
2020
Q4 | $377K | Hold |
3,167
| – | – | 0.05% | 149 |
|
|
2020
Q3 | $319K | Buy |
3,167
+167
| +6% | +$16.8K | 0.04% | 135 |
|
|
2020
Q2 | $227K | Buy |
+3,000
| New | +$227K | 0.03% | 142 |
|
|
2020
Q1 | – | Sell |
-6,074
| Closed | -$662K | – | 153 |
|
|
2019
Q4 | $662K | Hold |
6,074
| – | – | 0.08% | 85 |
|
|
2019
Q3 | $718K | Hold |
6,074
| – | – | 0.1% | 69 |
|
|
2019
Q2 | $765K | Hold |
6,074
| – | – | 0.1% | 63 |
|
|
2019
Q1 | $738K | Hold |
6,074
| – | – | 0.11% | 56 |
|
|
2018
Q4 | $607K | Hold |
6,074
| – | – | 0.1% | 61 |
|
|
2018
Q3 | $640K | Sell |
6,074
-2,800
| -32% | -$295K | 0.1% | 56 |
|
|
2018
Q2 | $950K | Hold |
8,874
| – | – | 0.15% | 47 |
|
|
2018
Q1 | $757K | Buy |
8,874
+13
| +0.1% | +$1.11K | 0.13% | 51 |
|
|
2017
Q4 | $851K | Hold |
8,861
| – | – | 0.14% | 49 |
|
|
2017
Q3 | $698K | Buy |
8,861
+25
| +0.3% | +$1.97K | 0.14% | 52 |
|
|
2017
Q2 | $799K | Buy |
8,836
+4,525
| +105% | +$409K | 0.17% | 48 |
|
|
2017
Q1 | $361K | Buy |
4,311
+250
| +6% | +$20.9K | 0.07% | 74 |
|
|
2016
Q4 | $295K | Hold |
4,061
| – | – | 0.06% | 86 |
|
|
2016
Q3 | $249K | Buy |
+4,061
| New | +$249K | 0.05% | 92 |
|