United Capital Financial 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 | $988K | Buy |
4,532
+143
| +3% | +$31.2K | 0.01% | 590 |
|
2025
Q1 | $912K | Buy |
4,389
+110
| +3% | +$22.9K | 0.01% | 582 |
|
2024
Q4 | $799K | Buy |
4,279
+108
| +3% | +$20.2K | 0.01% | 600 |
|
2024
Q3 | $685K | Sell |
4,171
-73
| -2% | -$12K | 0.01% | 644 |
|
2024
Q2 | $642K | Sell |
4,244
-31
| -0.7% | -$4.69K | 0.01% | 636 |
|
2024
Q1 | $715K | Sell |
4,275
-181
| -4% | -$30.3K | 0.01% | 638 |
|
2023
Q4 | $732K | Buy |
4,456
+1,381
| +45% | +$227K | 0.01% | 632 |
|
2023
Q3 | $440K | Sell |
3,075
-1,671
| -35% | -$239K | ﹤0.01% | 661 |
|
2023
Q2 | $793K | Sell |
4,746
-404
| -8% | -$67.5K | ﹤0.01% | 597 |
|
2023
Q1 | $799K | Sell |
5,150
-162
| -3% | -$25.1K | ﹤0.01% | 634 |
|
2022
Q4 | $735K | Buy |
5,312
+164
| +3% | +$22.7K | ﹤0.01% | 688 |
|
2022
Q3 | $650K | Sell |
5,148
-254
| -5% | -$32.1K | ﹤0.01% | 702 |
|
2022
Q2 | $611K | Sell |
5,402
-1,011
| -16% | -$114K | ﹤0.01% | 749 |
|
2022
Q1 | $853K | Buy |
6,413
+1,055
| +20% | +$140K | ﹤0.01% | 701 |
|
2021
Q4 | $807K | Buy |
5,358
+21
| +0.4% | +$3.16K | ﹤0.01% | 732 |
|
2021
Q3 | $808K | Sell |
5,337
-130
| -2% | -$19.7K | ﹤0.01% | 731 |
|
2021
Q2 | $798K | Buy |
5,467
+73
| +1% | +$10.7K | ﹤0.01% | 751 |
|
2021
Q1 | $766K | Sell |
5,394
-1,629
| -23% | -$231K | ﹤0.01% | 739 |
|
2020
Q4 | $837K | Sell |
7,023
-400
| -5% | -$47.7K | 0.01% | 720 |
|
2020
Q3 | $748K | Sell |
7,423
-94
| -1% | -$9.47K | ﹤0.01% | 732 |
|
2020
Q2 | $570K | Buy |
7,517
+141
| +2% | +$10.7K | ﹤0.01% | 819 |
|
2020
Q1 | $402K | Sell |
7,376
-3,123
| -30% | -$170K | ﹤0.01% | 887 |
|
2019
Q4 | $1.15M | Buy |
10,499
+4,740
| +82% | +$517K | 0.01% | 722 |
|
2019
Q3 | $681K | Sell |
5,759
-3,405
| -37% | -$403K | ﹤0.01% | 847 |
|
2019
Q2 | $1.12M | Buy |
9,164
+118
| +1% | +$14.4K | 0.01% | 771 |
|
2019
Q1 | $1.1M | Sell |
9,046
-656
| -7% | -$79.7K | 0.01% | 754 |
|
2018
Q4 | $969K | Buy |
9,702
+166
| +2% | +$16.6K | 0.01% | 725 |
|
2018
Q3 | $1.06M | Sell |
9,536
-34,625
| -78% | -$3.85M | 0.01% | 764 |
|
2018
Q2 | $4.73M | Buy |
44,161
+34,976
| +381% | +$3.74M | 0.04% | 426 |
|
2018
Q1 | $783K | Sell |
9,185
-159
| -2% | -$13.6K | 0.01% | 830 |
|
2017
Q4 | $911K | Sell |
9,344
-1,464
| -14% | -$143K | 0.01% | 805 |
|
2017
Q3 | $851K | Sell |
10,808
-1,015
| -9% | -$79.9K | 0.01% | 817 |
|
2017
Q2 | $1.07M | Buy |
11,823
+1,607
| +16% | +$145K | 0.01% | 746 |
|
2017
Q1 | $855K | Sell |
10,216
-75
| -0.7% | -$6.28K | 0.01% | 785 |
|
2016
Q4 | $748K | Sell |
10,291
-1,121
| -10% | -$81.5K | 0.01% | 822 |
|
2016
Q3 | $700K | Sell |
11,412
-21,833
| -66% | -$1.34M | 0.01% | 873 |
|
2016
Q2 | $2.09M | Buy |
33,245
+25,427
| +325% | +$1.6M | 0.02% | 540 |
|
2016
Q1 | $518K | Buy |
7,818
+2,267
| +41% | +$150K | 0.01% | 866 |
|
2015
Q4 | $353K | Sell |
5,551
-101
| -2% | -$6.42K | ﹤0.01% | 973 |
|
2015
Q3 | $346K | Sell |
5,652
-515
| -8% | -$31.5K | ﹤0.01% | 1017 |
|
2015
Q2 | $392K | Buy |
+6,167
| New | +$392K | ﹤0.01% | 1002 |
|
2014
Q1 | – | Sell |
-4,891
| Closed | -$238K | – | 929 |
|
2013
Q4 | $238K | Buy |
+4,891
| New | +$238K | 0.01% | 573 |
|
2013
Q3 | – | Sell |
-5,620
| Closed | -$254K | – | 691 |
|
2013
Q2 | $254K | Buy |
+5,620
| New | +$254K | 0.01% | 626 |
|