Strategic Wealth Partners’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 | $17K | Buy |
+78
| New | +$17K | ﹤0.01% | 682 |
|
|
2024
Q2 | – | Sell |
-25,223
| Closed | -$4.22M | – | 293 |
|
|
2024
Q1 | $4.22M | Buy |
+25,223
| New | +$4.22M | 0.46% | 75 |
|
|
2020
Q2 | – | Sell |
-6,274
| Closed | -$684K | – | 139 |
|
|
2020
Q1 | $684K | Hold |
6,274
| – | – | 0.36% | 82 |
|
|
2019
Q4 | $684K | Sell |
6,274
-2,723
| -30% | -$297K | 0.36% | 82 |
|
|
2019
Q3 | $116K | Sell |
8,997
-1,554
| -15% | -$20K | 0.6% | 49 |
|
|
2019
Q2 | $1.28M | Sell |
10,551
-490
| -4% | -$59.6K | 0.62% | 47 |
|
|
2019
Q1 | $1.33M | Buy |
11,041
+1,255
| +13% | +$151K | 0.61% | 47 |
|
|
2018
Q4 | $1.06M | Sell |
9,786
-123
| -1% | -$13.3K | 0.53% | 53 |
|
|
2018
Q3 | $1.1M | Sell |
9,909
-627
| -6% | -$69.7K | 0.59% | 55 |
|
|
2018
Q2 | $1.13M | Buy |
10,536
+10,507
| +36,231% | +$1.12M | 0.65% | 39 |
|
|
2018
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 731 |
|
|
2017
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 662 |
|