Smith Salley Wealth Management’s Darden Restaurants DRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,293	Closed	-$201K	–	229
2023 Q1	$201K	Buy	+1,293	New	+$191K	0.02%	221
2022 Q1	–	Sell	-1,631	Closed	-$245K	–	243
2021 Q4	$245K	Sell	1,631 -121	-7%	-$17.9K	0.02%	224
2021 Q3	$265K	Sell	1,752 -13	-0.7%	-$1.91K	0.02%	219
2021 Q2	$257K	Sell	1,765 -37	-2%	-$5.21K	0.02%	225
2021 Q1	$256K	Buy	1,802 +13	+0.7%	+$1.71K	0.02%	215
2020 Q4	$213K	Buy	+1,789	New	+$192K	0.02%	206
2020 Q1	–	Sell	-1,910	Closed	-$208K	–	187
2019 Q4	$208K	Hold	1,910	–	–	0.03%	192
2019 Q3	$226K	Sell	1,910 -147	-7%	-$17.9K	0.03%	178
2019 Q2	$250K	Hold	2,057	–	–	0.04%	169
2019 Q1	$250K	Hold	2,057	–	–	0.04%	159
2018 Q4	$205K	Sell	2,057 -300	-13%	-$32.1K	0.04%	165
2018 Q3	$262K	Hold	2,357	–	–	0.04%	164
2018 Q2	$252K	Hold	2,357	–	–	0.04%	159
2018 Q1	$201K	Hold	2,357	–	–	0.04%	173
2017 Q4	$226K	Buy	+2,357	New	+$199K	0.04%	171
2017 Q3	–	Sell	-2,357	Closed	-$213K	–	175
2017 Q2	$213K	Sell	2,357 -525	-18%	-$45.9K	0.04%	163
2017 Q1	$241K	Hold	2,882	–	–	0.05%	153
2016 Q4	$210K	Buy	+2,882	New	+$200K	0.04%	152
2015 Q3	–	Sell	-3,248	Closed	-$206K	–	156
2015 Q2	$206K	Sell	3,248 -42	-1%	-$2.48K	0.05%	154
2015 Q1	$204K	Sell	3,290 -3,295	-50%	-$184K	0.05%	158
2014 Q4	$345K	Sell	6,585 -80,651	-92%	-$3.91M	0.09%	132
2014 Q3	$4.01M	Buy	87,236 +20,384	+30%	+$861K	1.06%	32
2014 Q2	$2.77M	Buy	66,852 +15,590	+30%	+$690K	0.74%	50
2014 Q1	$2.33M	Buy	51,262 +2,122	+4%	+$94.9K	1.45%	25
2013 Q4	$2.39M	Buy	49,140 +850	+2%	+$39.3K	1.56%	26
2013 Q3	$2M	Buy	48,290 +2,824	+6%	+$123K	1.61%	26
2013 Q2	$2.05M	Buy	+45,466	New	+$2.1M	1.65%	26