Yousif Capital Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Sell |
9,215
-269
| -3% | -$18.3K | 0.01% | 1361 |
|
|
2025
Q1 | $515K | Buy |
9,484
+547
| +6% | +$29.7K | 0.01% | 1421 |
|
|
2024
Q4 | $760K | Buy |
8,937
+763
| +9% | +$64.8K | 0.01% | 1297 |
|
|
2024
Q3 | $549K | Buy |
8,174
+315
| +4% | +$21.1K | 0.01% | 1452 |
|
|
2024
Q2 | $507K | Buy |
7,859
+7
| +0.1% | +$451 | 0.01% | 1475 |
|
|
2024
Q1 | $664K | Buy |
7,852
+1,413
| +22% | +$120K | 0.01% | 1393 |
|
|
2023
Q4 | $498K | Buy |
6,439
+257
| +4% | +$19.9K | 0.01% | 1535 |
|
|
2023
Q3 | $274K | Buy |
6,182
+260
| +4% | +$11.5K | ﹤0.01% | 1741 |
|
|
2023
Q2 | $394K | Sell |
5,922
-95
| -2% | -$6.32K | ﹤0.01% | 1601 |
|
|
2023
Q1 | $413K | Buy |
6,017
+165
| +3% | +$11.3K | 0.01% | 1568 |
|
|
2022
Q4 | $368K | Buy |
5,852
+1,020
| +21% | +$64.1K | ﹤0.01% | 1627 |
|
|
2022
Q3 | $266K | Sell |
4,832
-586
| -11% | -$32.3K | ﹤0.01% | 1731 |
|
|
2022
Q2 | $333K | Sell |
5,418
-1,515
| -22% | -$93.1K | ﹤0.01% | 1693 |
|
|
2022
Q1 | $940K | Buy |
6,933
+1,157
| +20% | +$157K | 0.01% | 1373 |
|
|
2021
Q4 | $933K | Buy |
+5,776
| New | +$933K | 0.01% | 1405 |
|