Yousif Capital Management’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.18M Sell
147,652
-2,036
-1% -$113K 0.09% 210
2025
Q1
$6.2M Sell
149,688
-3,328
-2% -$138K 0.07% 258
2024
Q4
$6.76M Sell
153,016
-6,264
-4% -$277K 0.07% 234
2024
Q3
$5.55M Sell
159,280
-19,964
-11% -$696K 0.06% 307
2024
Q2
$5.49M Sell
179,244
-15,524
-8% -$476K 0.06% 298
2024
Q1
$5.44M Sell
194,768
-4,372
-2% -$122K 0.06% 321
2023
Q4
$4.13M Buy
199,140
+608
+0.3% +$12.6K 0.05% 398
2023
Q3
$4.3M Sell
198,532
-3,260
-2% -$70.5K 0.05% 352
2023
Q2
$4.19M Sell
201,792
-7,508
-4% -$156K 0.05% 378
2023
Q1
$4.32M Sell
209,300
-340
-0.2% -$7.02K 0.06% 360
2022
Q4
$3.79M Buy
209,640
+312
+0.1% +$5.64K 0.05% 420
2022
Q3
$3.35M Buy
209,328
+14,180
+7% +$227K 0.05% 423
2022
Q2
$2.68M Buy
195,148
+8,600
+5% +$118K 0.04% 603
2022
Q1
$3.07M Buy
186,548
+224
+0.1% +$3.69K 0.03% 615
2021
Q4
$3.7M Buy
+186,324
New +$3.7M 0.04% 542