Sugarloaf Wealth Management’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.1K | Hold |
70
| – | – | ﹤0.01% | 461 |
|
|
2024
Q3 | $11.5K | Hold |
70
| – | – | ﹤0.01% | 486 |
|
|
2024
Q2 | $10.6K | Hold |
70
| – | – | ﹤0.01% | 472 |
|
|
2024
Q1 | $11.7K | Hold |
70
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $11.5K | Hold |
70
| – | – | ﹤0.01% | 475 |
|
|
2023
Q3 | $10K | Sell |
70
-30
| -30% | -$4.3K | ﹤0.01% | 466 |
|
|
2023
Q2 | $16.7K | Sell |
100
-159
| -61% | -$26.6K | ﹤0.01% | 411 |
|
|
2023
Q1 | $40.2K | Hold |
259
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $35.8K | Buy |
259
+159
| +159% | +$22K | 0.01% | 330 |
|
|
2022
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 473 |
|
|
2022
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 493 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 456 |
|
|
2021
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 459 |
|
|
2021
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 471 |
|
|
2021
Q2 | $15K | Sell |
100
-151
| -60% | -$22.7K | ﹤0.01% | 453 |
|
|
2021
Q1 | $36 | Buy |
251
+1
| +0.4% | – | 0.01% | 318 |
|
|
2020
Q4 | $30K | Hold |
250
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $25K | Hold |
250
| – | – | 0.01% | 322 |
|
|
2020
Q2 | $19K | Buy |
+250
| New | +$19K | 0.01% | 354 |
|