SFPG
Stonebridge Financial Planning Group’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-200
| Closed | -$28K | – | 171 |
|
|
2021
Q4 | $28K | Hold |
200
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $29K | Hold |
200
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $30K | Hold |
200
| – | – | 0.02% | 261 |
|
|
2021
Q1 | $29K | Sell |
200
-1,000
| -83% | -$145K | 0.02% | 261 |
|
|
2020
Q4 | $143K | Hold |
1,200
| – | – | 0.09% | 119 |
|
|
2020
Q3 | $119K | Hold |
1,200
| – | – | 0.09% | 121 |
|
|
2020
Q2 | $90K | Hold |
1,200
| – | – | 0.08% | 139 |
|
|
2020
Q1 | $76K | Sell |
1,200
-600
| -33% | -$38K | 0.08% | 141 |
|
|
2019
Q4 | $196K | Buy |
+1,800
| New | +$196K | 0.18% | 89 |
|