Trevor, Stewart, Burton & Jacobsen’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $89K | Buy |
+1,400
| New | +$89K | 0.1% | 57 |
|
|
2015
Q1 | – | Sell |
-74,203
| Closed | -$3.38M | – | 42 |
|
|
2014
Q4 | $3.38M | Buy |
74,203
+35,384
| +91% | +$1.61M | 2.69% | 21 |
|
|
2014
Q3 | $1.79M | Sell |
38,819
-89,048
| -70% | -$4.1M | 1.14% | 29 |
|
|
2014
Q2 | $5.29M | Sell |
127,867
-29,981
| -19% | -$1.24M | 2.75% | 19 |
|
|
2014
Q1 | $7.16M | Buy |
157,848
+8,726
| +6% | +$396K | 3.47% | 13 |
|
|
2013
Q4 | $7.25M | Buy |
149,122
+19,913
| +15% | +$968K | 3.32% | 13 |
|
|
2013
Q3 | $5.35M | Buy |
129,209
+43,573
| +51% | +$1.8M | 2.76% | 19 |
|
|
2013
Q2 | $3.86M | Buy |
+85,636
| New | +$3.86M | 2.06% | 24 |
|