Valeo 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 | $289K | Buy |
1,328
+135
| +11% | +$29.4K | 0.01% | 587 |
|
|
2025
Q1 | $248K | Sell |
1,193
-49
| -4% | -$10.2K | 0.01% | 577 |
|
|
2024
Q4 | $232K | Buy |
+1,242
| New | +$232K | 0.01% | 614 |
|
|
2021
Q2 | – | Sell |
-814
| Closed | -$116K | – | 774 |
|
|
2021
Q1 | $116K | Buy |
814
+2
| +0.2% | +$285 | 0.01% | 551 |
|
|
2020
Q4 | $97K | Sell |
812
-176
| -18% | -$21K | 0.01% | 569 |
|
|
2020
Q3 | $100K | Buy |
988
+4
| +0.4% | +$405 | 0.01% | 463 |
|
|
2020
Q2 | $75K | Buy |
984
+14
| +1% | +$1.07K | 0.01% | 566 |
|
|
2020
Q1 | $62K | Buy |
970
+6
| +0.6% | +$384 | 0.01% | 521 |
|
|
2019
Q4 | $105K | Buy |
964
+34
| +4% | +$3.7K | 0.01% | 451 |
|
|
2019
Q3 | $110K | Hold |
930
| – | – | 0.01% | 414 |
|
|
2019
Q2 | $113K | Hold |
930
| – | – | 0.01% | 402 |
|
|
2019
Q1 | $113K | Sell |
930
-400
| -30% | -$48.6K | 0.01% | 386 |
|
|
2018
Q4 | $133K | Buy |
1,330
+94
| +8% | +$9.4K | 0.02% | 322 |
|
|
2018
Q3 | $132K | Sell |
1,236
-94
| -7% | -$10K | 0.02% | 346 |
|
|
2018
Q2 | $145K | Sell |
1,330
-2
| -0.2% | -$218 | 0.02% | 338 |
|
|
2018
Q1 | $114K | Buy |
1,332
+50
| +4% | +$4.28K | 0.02% | 342 |
|
|
2017
Q4 | $123K | Buy |
1,282
+159
| +14% | +$15.3K | 0.02% | 303 |
|
|
2017
Q3 | $88K | Buy |
+1,123
| New | +$88K | 0.02% | 307 |
|