Yousif Capital Management’s Dana Inc DAN Stock Holding History

Yousif Capital Management’s Portfolio DAN Stock Details DAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$884K	Sell	32,504 -1,692	-5%	-$57.8K	0.01%	1116
2026 Q1	$1.15M	Sell	34,196 -1,860	-5%	-$58.1K	0.01%	975
2025 Q4	$983K	Sell	36,056 -10,912	-23%	-$231K	0.01%	1091
2025 Q3	$941K	Sell	46,968 -9,301	-17%	-$173K	0.01%	1136
2025 Q2	$965K	Buy	56,269 +537	+1%	+$8.02K	0.01%	1143
2025 Q1	$743K	Sell	55,732 -1,086	-2%	-$15.6K	0.01%	1260
2024 Q4	$657K	Buy	56,818 +1,130	+2%	+$11.7K	0.01%	1363
2024 Q3	$588K	Sell	55,688 -1,090	-2%	-$12K	0.01%	1431
2024 Q2	$688K	Sell	56,778 -6,454	-10%	-$84K	0.01%	1323
2024 Q1	$803K	Sell	63,232 -5,690	-8%	-$73.8K	0.01%	1306
2023 Q4	$1.01M	Sell	68,922 -295	-0.4%	-$3.91K	0.01%	1217
2023 Q3	$1.02M	Sell	69,217 -4,403	-6%	-$73.4K	0.01%	1128
2023 Q2	$1.25M	Buy	73,620 +2,198	+3%	+$32.1K	0.02%	1034
2023 Q1	$1.07M	Sell	71,422 -570	-0.8%	-$9.33K	0.01%	1111
2022 Q4	$1.09M	Sell	71,992 -295	-0.4%	-$4.58K	0.01%	1115
2022 Q3	$826K	Sell	72,287 -14,739	-17%	-$223K	0.01%	1284
2022 Q2	$1.22M	Buy	87,026 +4,375	+5%	+$67.8K	0.02%	1123
2022 Q1	$1.45M	Buy	82,651 +2,303	+3%	+$47.1K	0.02%	1162
2021 Q4	$1.83M	Buy	+80,348	New	+$1.86M	0.02%	1034

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Wealth Enhancement Advisory Services

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Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return