Summit Financial Group’s Darden Restaurants DRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$466K	Hold	2,785	–	–	0.17%	119
2023 Q4	$458K	Sell	2,785 -96	-3%	-$15.8K	0.18%	120
2023 Q3	$413K	Hold	2,881	–	–	0.17%	124
2023 Q2	$481K	Hold	2,881	–	–	0.19%	125
2023 Q1	$447K	Hold	2,881	–	–	0.17%	125
2022 Q4	$399K	Hold	2,881	–	–	0.16%	137
2022 Q3	$364K	Sell	2,881 -128	-4%	-$16.2K	0.15%	140
2022 Q2	$340K	Hold	3,009	–	–	0.13%	146
2022 Q1	$400K	Hold	3,009	–	–	0.14%	139
2021 Q4	$453K	Hold	3,009	–	–	0.15%	135
2021 Q3	$456K	Hold	3,009	–	–	0.17%	131
2021 Q2	$439K	Hold	3,009	–	–	0.16%	128
2021 Q1	$427K	Hold	3,009	–	–	0.18%	114
2020 Q4	$358K	Hold	3,009	–	–	0.16%	114
2020 Q3	$303K	Hold	3,009	–	–	0.15%	114
2020 Q2	$228K	Buy	+3,009	New	+$228K	0.12%	140
2020 Q1	–	Sell	-3,040	Closed	-$331K	–	146
2019 Q4	$331K	Hold	3,040	–	–	0.16%	110
2019 Q3	$359K	Buy	3,040 +1,087	+56%	+$128K	0.18%	105
2019 Q2	$238K	Hold	1,953	–	–	0.11%	148
2019 Q1	$237K	Buy	+1,953	New	+$237K	0.19%	105
2018 Q4	–	Sell	-1,953	Closed	-$217K	–	112
2018 Q3	$217K	Hold	1,953	–	–	0.16%	116
2018 Q2	$209K	Buy	+1,953	New	+$209K	0.16%	121