Steward Partners Investment Advisory’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
$48.2M Buy
221,001
+3,294
+2% +$718K 0.38% 46
2025
Q1
$45.2M Buy
217,707
+5,573
+3% +$1.16M 0.4% 44
2024
Q4
$39.6M Buy
212,134
+5,090
+2% +$950K 0.35% 55
2024
Q3
$34M Sell
207,044
-16,487
-7% -$2.71M 0.31% 64
2024
Q2
$33.8M Buy
223,531
+2,241
+1% +$339K 0.36% 53
2024
Q1
$37M Buy
221,290
+24,517
+12% +$4.1M 0.41% 54
2023
Q4
$32.3M Buy
196,773
+2,146
+1% +$353K 0.44% 47
2023
Q3
$27.9M Buy
194,627
+1,593
+0.8% +$228K 0.43% 45
2023
Q2
$32.3M Buy
193,034
+16,865
+10% +$2.82M 0.48% 39
2023
Q1
$27.3M Buy
176,169
+1,710
+1% +$265K 0.44% 44
2022
Q4
$24.1M Sell
174,459
-796
-0.5% -$110K 0.41% 48
2022
Q3
$22.1M Buy
175,255
+272
+0.2% +$34.4K 0.41% 51
2022
Q2
$19.8M Sell
174,983
-47,836
-21% -$5.41M 0.36% 60
2022
Q1
$29.6M Sell
222,819
-2,965
-1% -$394K 0.46% 41
2021
Q4
$34M Buy
225,784
+10,444
+5% +$1.57M 0.52% 30
2021
Q3
$32.6M Buy
215,340
+18,161
+9% +$2.75M 0.56% 27
2021
Q2
$28.8M Sell
197,179
-996
-0.5% -$145K 0.49% 33
2021
Q1
$28.1M Sell
198,175
-3,860
-2% -$548K 0.49% 36
2020
Q4
$24.1M Sell
202,035
-2,584
-1% -$308K 0.52% 38
2020
Q3
$20.6M Buy
204,619
+12,659
+7% +$1.28M 0.52% 40
2020
Q2
$14.5M Sell
191,960
-146
-0.1% -$11.1K 0.41% 54
2020
Q1
$10.5M Sell
192,106
-100
-0.1% -$5.45K 0.38% 61
2019
Q4
$21M Sell
192,206
-2,127
-1% -$232K 0.62% 34
2019
Q3
$23M Buy
194,333
+11,110
+6% +$1.31M 0.77% 23
2019
Q2
$22.3M Sell
183,223
-8,061
-4% -$981K 0.82% 22
2019
Q1
$23.2M Buy
191,284
+17
+0% +$2.07K 0.99% 18
2018
Q4
$19.1M Buy
191,267
+187,590
+5,102% +$18.7M 0.93% 20
2018
Q3
$409K Sell
3,677
-1,469
-29% -$163K 0.02% 557
2018
Q2
$551K Buy
5,146
+994
+24% +$106K 0.03% 444
2018
Q1
$353K Buy
4,152
+629
+18% +$53.5K 0.02% 499
2017
Q4
$338K Buy
3,523
+3,153
+852% +$303K 0.03% 426
2017
Q3
$29K Buy
370
+36
+11% +$2.82K ﹤0.01% 839
2017
Q2
$30K Hold
334
﹤0.01% 760
2017
Q1
$27K Buy
+334
New +$27K ﹤0.01% 678