Sowell Financial Services’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,314
| Closed | -$225K | – | 1103 |
|
|
2025
Q1 | $225K | Buy |
+4,314
| New | +$225K | 0.01% | 889 |
|
|
2023
Q2 | – | Sell |
-3,708
| Closed | -$235K | – | 848 |
|
|
2023
Q1 | $235K | Buy |
+3,708
| New | +$235K | 0.02% | 646 |
|
|
2021
Q2 | – | Sell |
-6,199
| Closed | -$384K | – | 2805 |
|
|
2021
Q1 | $384K | Buy |
6,199
+3,310
| +115% | +$205K | 0.01% | 744 |
|
|
2020
Q4 | $165K | Buy |
2,889
+52
| +2% | +$2.97K | 0.01% | 930 |
|
|
2020
Q3 | $150K | Hold |
2,837
| – | – | 0.01% | 829 |
|
|
2020
Q2 | $136K | Buy |
2,837
+6
| +0.2% | +$288 | 0.01% | 867 |
|
|
2020
Q1 | $121K | Sell |
2,831
-1,913
| -40% | -$81.8K | 0.01% | 789 |
|
|
2019
Q4 | $228K | Buy |
4,744
+327
| +7% | +$15.7K | 0.02% | 667 |
|
|
2019
Q3 | $201K | Buy |
+4,417
| New | +$201K | 0.02% | 643 |
|
|
2017
Q1 | – | Sell |
-2,598
| Closed | -$69K | – | 581 |
|
|
2016
Q4 | $69K | Buy |
+2,598
| New | +$69K | 0.02% | 310 |
|