Smith Salley Wealth Management’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,293
| Closed | -$201K | – | 229 |
|
|
2023
Q1 | $201K | Buy |
+1,293
| New | +$201K | 0.02% | 221 |
|
|
2022
Q1 | – | Sell |
-1,631
| Closed | -$245K | – | 243 |
|
|
2021
Q4 | $245K | Sell |
1,631
-121
| -7% | -$18.2K | 0.02% | 224 |
|
|
2021
Q3 | $265K | Sell |
1,752
-13
| -0.7% | -$1.97K | 0.02% | 219 |
|
|
2021
Q2 | $257K | Sell |
1,765
-37
| -2% | -$5.39K | 0.02% | 225 |
|
|
2021
Q1 | $256K | Buy |
1,802
+13
| +0.7% | +$1.85K | 0.02% | 215 |
|
|
2020
Q4 | $213K | Buy |
+1,789
| New | +$213K | 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% | -$17.4K | 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% | -$29.9K | 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 | +$226K | 0.04% | 171 |
|
|
2017
Q3 | – | Sell |
-2,357
| Closed | -$213K | – | 175 |
|
|
2017
Q2 | $213K | Sell |
2,357
-525
| -18% | -$47.4K | 0.04% | 163 |
|
|
2017
Q1 | $241K | Hold |
2,882
| – | – | 0.05% | 153 |
|
|
2016
Q4 | $210K | Buy |
+2,882
| New | +$210K | 0.04% | 152 |
|
|
2015
Q3 | – | Sell |
-3,248
| Closed | -$206K | – | 156 |
|
|
2015
Q2 | $206K | Sell |
3,248
-42
| -1% | -$2.66K | 0.05% | 154 |
|
|
2015
Q1 | $204K | Sell |
3,290
-3,295
| -50% | -$204K | 0.05% | 158 |
|
|
2014
Q4 | $345K | Sell |
6,585
-80,651
| -92% | -$4.23M | 0.09% | 132 |
|
|
2014
Q3 | $4.01M | Buy |
87,236
+20,384
| +30% | +$938K | 1.06% | 32 |
|
|
2014
Q2 | $2.77M | Buy |
66,852
+15,590
| +30% | +$645K | 0.74% | 50 |
|
|
2014
Q1 | $2.33M | Buy |
51,262
+2,122
| +4% | +$96.3K | 1.45% | 25 |
|
|
2013
Q4 | $2.39M | Buy |
49,140
+850
| +2% | +$41.3K | 1.56% | 26 |
|
|
2013
Q3 | $2M | Buy |
48,290
+2,824
| +6% | +$117K | 1.61% | 26 |
|
|
2013
Q2 | $2.05M | Buy |
+45,466
| New | +$2.05M | 1.65% | 26 |
|