Summit 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,258
| Closed | -$206K | – | 211 |
|
|
2024
Q3 | $206K | Sell |
1,258
-600
| -32% | -$98.5K | 0.04% | 228 |
|
|
2024
Q2 | $281K | Hold |
1,858
| – | – | 0.06% | 188 |
|
|
2024
Q1 | $311K | Hold |
1,858
| – | – | 0.07% | 173 |
|
|
2023
Q4 | $305K | Hold |
1,858
| – | – | 0.07% | 158 |
|
|
2023
Q3 | $266K | Hold |
1,858
| – | – | 0.07% | 159 |
|
|
2023
Q2 | $310K | Hold |
1,858
| – | – | 0.08% | 143 |
|
|
2023
Q1 | $288K | Sell |
1,858
-565
| -23% | -$87.7K | 0.07% | 151 |
|
|
2022
Q4 | $335K | Hold |
2,423
| – | – | 0.09% | 134 |
|
|
2022
Q3 | $306K | Hold |
2,423
| – | – | 0.09% | 122 |
|
|
2022
Q2 | $274K | Buy |
+2,423
| New | +$274K | 0.07% | 126 |
|