SS&H Financial Advisors’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Sell |
3,855
-1,455
| -27% | -$317K | 0.28% | 65 |
|
|
2025
Q1 | $1.1M | Hold |
5,310
| – | – | 0.41% | 56 |
|
|
2024
Q4 | $992K | Hold |
5,310
| – | – | 0.36% | 64 |
|
|
2024
Q3 | $872K | Hold |
5,310
| – | – | 0.32% | 71 |
|
|
2024
Q2 | $803K | Hold |
5,310
| – | – | 0.31% | 71 |
|
|
2024
Q1 | $887K | Hold |
5,310
| – | – | 0.37% | 62 |
|
|
2023
Q4 | $872K | Hold |
5,310
| – | – | 0.37% | 62 |
|
|
2023
Q3 | $760K | Buy |
+5,310
| New | +$760K | 0.36% | 63 |
|
|
2023
Q1 | $901K | Hold |
5,810
| – | – | 0.41% | 63 |
|
|
2022
Q4 | $804K | Hold |
5,810
| – | – | 0.38% | 67 |
|
|
2022
Q3 | $734K | Sell |
5,810
-500
| -8% | -$63.2K | 0.38% | 69 |
|
|
2022
Q2 | $714K | Hold |
6,310
| – | – | 0.33% | 70 |
|
|
2022
Q1 | $839K | Buy |
+6,310
| New | +$839K | 0.33% | 74 |
|