Creative Planning’s Usio Inc USIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38,508
| Closed | -$56.2K | – | 3700 |
|
|
2024
Q4 | $56.2K | Sell |
38,508
-4,226
| -10% | -$6.17K | ﹤0.01% | 3223 |
|
|
2024
Q3 | $58.1K | Buy |
+42,734
| New | +$58.1K | ﹤0.01% | 3075 |
|
|
2017
Q3 | – | Sell |
-2,734
| Closed | -$3K | – | 3518 |
|
|
2017
Q2 | $3K | Hold |
2,734
| – | – | ﹤0.01% | 4132 |
|
|
2017
Q1 | $4K | Hold |
2,734
| – | – | ﹤0.01% | 4014 |
|
|
2016
Q4 | $5K | Hold |
2,734
| – | – | ﹤0.01% | 3892 |
|
|
2016
Q3 | $7K | Hold |
2,734
| – | – | ﹤0.01% | 3667 |
|
|
2016
Q2 | $4K | Hold |
2,734
| – | – | ﹤0.01% | 3697 |
|
|
2016
Q1 | $5K | Hold |
2,734
| – | – | ﹤0.01% | 3556 |
|
|
2015
Q4 | $5K | Hold |
2,734
| – | – | ﹤0.01% | 3636 |
|
|
2015
Q3 | $8K | Buy |
+2,734
| New | +$8K | ﹤0.01% | 3326 |
|