Summit Trail Advisors’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 | $868K | Buy |
+3,984
| New | +$868K | 0.01% | 533 |
|
|
2024
Q4 | – | Sell |
-1,555
| Closed | -$255K | – | 494 |
|
|
2024
Q3 | $255K | Sell |
1,555
-501
| -24% | -$82.2K | 0.01% | 594 |
|
|
2024
Q2 | $311K | Buy |
2,056
+611
| +42% | +$92.5K | 0.01% | 483 |
|
|
2024
Q1 | $241K | Buy |
+1,445
| New | +$241K | 0.01% | 522 |
|
|
2018
Q1 | – | Sell |
-377
| Closed | -$37K | – | 763 |
|
|
2017
Q4 | $37K | Buy |
+377
| New | +$37K | ﹤0.01% | 895 |
|