Trek Financial’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 | $244K | Buy |
1,118
+4
| +0.4% | +$872 | 0.02% | 371 |
|
|
2025
Q1 | $231K | Sell |
1,114
-47
| -4% | -$9.77K | 0.02% | 353 |
|
|
2024
Q4 | $217K | Buy |
+1,161
| New | +$217K | 0.02% | 387 |
|
|
2023
Q4 | – | Sell |
-4,594
| Closed | -$658K | – | 324 |
|
|
2023
Q3 | $658K | Buy |
+4,594
| New | +$658K | 0.06% | 151 |
|
|
2021
Q1 | – | Sell |
-4,267
| Closed | -$508K | – | 217 |
|
|
2020
Q4 | $508K | Buy |
+4,267
| New | +$508K | 0.07% | 93 |
|