Creative Planning’s United States Oil Fund USO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $794K | Sell |
6,238
-3,166
| -34% | -$281K | ﹤0.01% | 2648 |
|
|
2025
Q4 | $650K | Sell |
9,404
-56
| -0.6% | -$3.95K | ﹤0.01% | 2622 |
|
|
2025
Q3 | $698K | Buy |
9,460
+41
| +0.4% | +$3.08K | ﹤0.01% | 2433 |
|
|
2025
Q2 | $689K | Sell |
9,419
-132
| -1% | -$9.22K | ﹤0.01% | 2177 |
|
|
2025
Q1 | $739K | Buy |
9,551
+1,081
| +13% | +$82.5K | ﹤0.01% | 1969 |
|
|
2024
Q4 | $640K | Sell |
8,470
-2,825
| -25% | -$206K | ﹤0.01% | 2003 |
|
|
2024
Q3 | $790K | Sell |
11,295
-545
| -5% | -$40.9K | ﹤0.01% | 1712 |
|
|
2024
Q2 | $942K | Buy |
11,840
+849
| +8% | +$65.9K | ﹤0.01% | 1448 |
|
|
2024
Q1 | $865K | Sell |
10,991
-657
| -6% | -$47.4K | ﹤0.01% | 1426 |
|
|
2023
Q4 | $776K | Sell |
11,648
-2,358
| -17% | -$171K | ﹤0.01% | 1391 |
|
|
2023
Q3 | $1.13M | Buy |
14,006
+1,932
| +16% | +$142K | ﹤0.01% | 1109 |
|
|
2023
Q2 | $767K | Sell |
12,074
-3,339
| -22% | -$218K | ﹤0.01% | 1273 |
|
|
2023
Q1 | $1.02M | Sell |
15,413
-1,409
| -8% | -$93.9K | ﹤0.01% | 1069 |
|
|
2022
Q4 | $1.18M | Sell |
16,822
-7,924
| -32% | -$554K | ﹤0.01% | 959 |
|
|
2022
Q3 | $1.61M | Buy |
24,746
+3,846
| +18% | +$281K | ﹤0.01% | 765 |
|
|
2022
Q2 | $1.68M | Buy |
20,900
+795
| +4% | +$64.4K | ﹤0.01% | 777 |
|
|
2022
Q1 | $1.49M | Buy |
20,105
+928
| +5% | +$62.4K | ﹤0.01% | 819 |
|
|
2021
Q4 | $1.04M | Sell |
19,177
-127
| -0.7% | -$6.91K | ﹤0.01% | 943 |
|
|
2021
Q3 | $1.01M | Sell |
19,304
-172
| -0.9% | -$8.41K | ﹤0.01% | 945 |
|
|
2021
Q2 | $971K | Sell |
19,476
-6,094
| -24% | -$275K | ﹤0.01% | 946 |
|
|
2021
Q1 | $1.04M | Buy |
25,570
+1,976
| +8% | +$77.5K | ﹤0.01% | 1009 |
|
|
2020
Q4 | $779K | Sell |
23,594
-14,937
| -39% | -$443K | ﹤0.01% | 1072 |
|
|
2020
Q3 | $1.09M | Buy |
38,531
+4,822
| +14% | +$141K | ﹤0.01% | 769 |
|
|
2020
Q2 | $946K | Buy |
33,709
+21,153
| +168% | +$579K | ﹤0.01% | 760 |
|
|
2020
Q1 | $423K | Buy |
+12,556
| New | +$967K | ﹤0.01% | 1035 |
|
|
2019
Q4 | – | Sell |
-2,331
| Closed | -$211K | – | 2119 |
|
|
2019
Q3 | $211K | Sell |
2,331
-4,777
| -67% | -$449K | ﹤0.01% | 1579 |
|
|
2019
Q2 | $685K | Buy |
7,108
+37
| +0.5% | +$3.69K | ﹤0.01% | 917 |
|
|
2019
Q1 | $707K | Sell |
7,071
-34
| -0.5% | -$3.13K | ﹤0.01% | 880 |
|
|
2018
Q4 | $549K | Buy |
7,105
+266
| +4% | +$26.8K | ﹤0.01% | 915 |
|
|
2018
Q3 | $849K | Sell |
6,839
-248
| -3% | -$28.6K | ﹤0.01% | 831 |
|
|
2018
Q2 | $854K | Sell |
7,087
-503
| -7% | -$55.2K | ﹤0.01% | 824 |
|
|
2018
Q1 | $795K | Buy |
7,590
+2,497
| +49% | +$252K | ﹤0.01% | 859 |
|
|
2017
Q4 | $489K | Sell |
5,093
-930
| -15% | -$82.6K | ﹤0.01% | 1082 |
|
|
2017
Q3 | $503K | Sell |
6,023
-322
| -5% | -$25.4K | ﹤0.01% | 1058 |
|
|
2017
Q2 | $482K | Sell |
6,345
-1,167
| -16% | -$93.3K | ﹤0.01% | 1030 |
|
|
2017
Q1 | $639K | Sell |
7,512
-8
| -0.1% | -$709 | ﹤0.01% | 861 |
|
|
2016
Q4 | $705K | Sell |
7,520
-4,083
| -35% | -$360K | ﹤0.01% | 770 |
|
|
2016
Q3 | $1.01M | Buy |
11,603
+5,763
| +99% | +$484K | 0.01% | 583 |
|
|
2016
Q2 | $541K | Sell |
5,840
-286
| -5% | -$25.6K | ﹤0.01% | 733 |
|
|
2016
Q1 | $475K | Buy |
6,126
+3,472
| +131% | +$259K | ﹤0.01% | 770 |
|
|
2015
Q4 | $234K | Buy |
2,654
+195
| +8% | +$20.8K | ﹤0.01% | 1116 |
|
|
2015
Q3 | $289K | Buy |
2,459
+1,009
| +70% | +$124K | ﹤0.01% | 992 |
|
|
2015
Q2 | $231K | Buy |
1,450
+469
| +48% | +$74.5K | ﹤0.01% | 837 |
|
|
2015
Q1 | $132K | Buy |
981
+763
| +350% | +$110K | ﹤0.01% | 1422 |
|
|
2014
Q4 | $35K | Buy |
218
+68
| +45% | +$15.1K | ﹤0.01% | 2244 |
|
|
2014
Q3 | $41K | Buy |
150
+98
| +188% | +$28.3K | ﹤0.01% | 2062 |
|
|
2014
Q2 | $16K | Buy |
52
+27
| +108% | +$8.11K | ﹤0.01% | 2632 |
|
|
2014
Q1 | $7K | Sell |
25
-365
| -94% | -$103K | ﹤0.01% | 2948 |
|
|
2013
Q4 | $110K | Sell |
390
-38
| -9% | -$10.7K | ﹤0.01% | 1147 |
|
|
2013
Q3 | $126K | Buy |
428
+25
| +6% | +$7.54K | ﹤0.01% | 977 |
|
|
2013
Q2 | $110K | Buy |
+403
| New | +$108K | ﹤0.01% | 936 |
|
Other funds holding USO
CBU
QC
