Clearstead Advisors’s United States Lime & Minerals USLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-29	Closed	-$3.81K	–	3257
2025 Q3	$3.81K	Buy	29 +28	+2,800%	+$3.23K	﹤0.01%	2259
2025 Q2	$100	Sell	1 -75	-99%	-$7.33K	﹤0.01%	2622
2025 Q1	$6.75K	Hold	76	–	–	﹤0.01%	1696
2024 Q4	$10.1K	Hold	76	–	–	﹤0.01%	1564
2024 Q3	$7.46K	Buy	76 +1	+1%	+$80	﹤0.01%	1640
2024 Q2	$5.56K	Hold	75	–	–	﹤0.01%	1668
2024 Q1	$5.62K	Hold	75	–	–	﹤0.01%	1159
2023 Q4	$3.51K	Sell	75 -75	-50%	-$3.18K	﹤0.01%	1209
2023 Q3	$6.12K	Buy	150 +75	+100%	+$3.12K	﹤0.01%	1196
2023 Q2	$3.18K	Hold	75	–	–	﹤0.01%	1093
2023 Q1	$2.32K	Hold	75	–	–	﹤0.01%	1113
2022 Q4	$2.14K	Hold	75	–	–	﹤0.01%	1082
2022 Q3	$2K	Hold	75	–	–	﹤0.01%	1106
2022 Q2	$2K	Hold	75	–	–	﹤0.01%	1138
2022 Q1	$2K	Hold	75	–	–	﹤0.01%	1242
2021 Q4	$2K	Hold	75	–	–	﹤0.01%	1140
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	1157
2021 Q2	$2K	Hold	75	–	–	﹤0.01%	1092
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	983
2020 Q4	$2K	Buy	+75	New	+$1.55K	﹤0.01%	902