SVWAG
Sound View Wealth Advisors Group’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Sell |
2,438
-173
| -7% | -$37.7K | 0.04% | 256 |
|
|
2025
Q1 | $542K | Sell |
2,611
-30
| -1% | -$6.23K | 0.04% | 245 |
|
|
2024
Q4 | $493K | Hold |
2,641
| – | – | 0.04% | 264 |
|
|
2024
Q3 | $433K | Buy |
2,641
+108
| +4% | +$17.7K | 0.04% | 278 |
|
|
2024
Q2 | $383K | Sell |
2,533
-102
| -4% | -$15.4K | 0.04% | 266 |
|
|
2024
Q1 | $440K | Sell |
2,635
-62
| -2% | -$10.4K | 0.05% | 253 |
|
|
2023
Q4 | $443K | Sell |
2,697
-74
| -3% | -$12.2K | 0.05% | 247 |
|
|
2023
Q3 | $397K | Buy |
2,771
+263
| +10% | +$37.7K | 0.05% | 249 |
|
|
2023
Q2 | $419K | Sell |
2,508
-234
| -9% | -$39.1K | 0.05% | 241 |
|
|
2023
Q1 | $425K | Buy |
2,742
+45
| +2% | +$6.98K | 0.06% | 236 |
|
|
2022
Q4 | $443K | Buy |
2,697
+992
| +58% | +$163K | 0.05% | 247 |
|
|
2022
Q3 | $215K | Buy |
+1,705
| New | +$215K | 0.05% | 251 |
|
|
2022
Q2 | – | Sell |
-1,705
| Closed | -$227K | – | 284 |
|
|
2022
Q1 | $227K | Hold |
1,705
| – | – | 0.04% | 272 |
|
|
2021
Q4 | $257K | Hold |
1,705
| – | – | 0.05% | 262 |
|
|
2021
Q3 | $258K | Hold |
1,705
| – | – | 0.05% | 249 |
|
|
2021
Q2 | $249K | Hold |
1,705
| – | – | 0.05% | 253 |
|
|
2021
Q1 | $242K | Hold |
1,705
| – | – | 0.06% | 243 |
|
|
2020
Q4 | $203K | Buy |
+1,705
| New | +$203K | 0.05% | 245 |
|