Yousif Capital Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
8,961
-326
| -4% | -$102K | 0.03% | 553 |
|
|
2025
Q1 | $2.78M | Sell |
9,287
-200
| -2% | -$60K | 0.03% | 535 |
|
|
2024
Q4 | $3.19M | Sell |
9,487
-394
| -4% | -$133K | 0.04% | 489 |
|
|
2024
Q3 | $3.15M | Sell |
9,881
-1,046
| -10% | -$334K | 0.03% | 517 |
|
|
2024
Q2 | $3.23M | Sell |
10,927
-944
| -8% | -$279K | 0.04% | 502 |
|
|
2024
Q1 | $3.66M | Sell |
11,871
-232
| -2% | -$71.5K | 0.04% | 472 |
|
|
2023
Q4 | $3.46M | Sell |
12,103
-102
| -0.8% | -$29.2K | 0.04% | 493 |
|
|
2023
Q3 | $2.86M | Buy |
+12,205
| New | +$2.86M | 0.04% | 551 |
|