Yousif Capital Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
12,225
+925
| +8% | +$20.8K | ﹤0.01% | 1705 |
|
|
2025
Q1 | $236K | Sell |
11,300
-7,350
| -39% | -$154K | ﹤0.01% | 1742 |
|
|
2024
Q4 | $396K | Hold |
18,650
| – | – | ﹤0.01% | 1575 |
|
|
2024
Q3 | $433K | Sell |
18,650
-2,085
| -10% | -$48.4K | ﹤0.01% | 1561 |
|
|
2024
Q2 | $462K | Hold |
20,735
| – | – | 0.01% | 1503 |
|
|
2024
Q1 | $457K | Buy |
20,735
+300
| +1% | +$6.61K | 0.01% | 1555 |
|
|
2023
Q4 | $382K | Hold |
20,435
| – | – | ﹤0.01% | 1651 |
|
|
2023
Q3 | $384K | Hold |
20,435
| – | – | ﹤0.01% | 1609 |
|
|
2023
Q2 | $373K | Sell |
20,435
-600
| -3% | -$10.9K | ﹤0.01% | 1630 |
|
|
2023
Q1 | $345K | Hold |
21,035
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q4 | $339K | Hold |
21,035
| – | – | ﹤0.01% | 1659 |
|
|
2022
Q3 | $297K | Buy |
21,035
+1,300
| +7% | +$18.4K | ﹤0.01% | 1694 |
|
|
2022
Q2 | $332K | Sell |
19,735
-175
| -0.9% | -$2.94K | ﹤0.01% | 1695 |
|
|
2022
Q1 | $398K | Hold |
19,910
| – | – | ﹤0.01% | 1719 |
|
|
2021
Q4 | $405K | Buy |
+19,910
| New | +$405K | ﹤0.01% | 1728 |
|