Gradient Investments’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
2024
Q3
Sell
-205
Closed -$16.3K 1238
2024
Q2
$16.3K Buy
205
+3
+1% +$233 ﹤0.01% 672
2024
Q1
$15.9K Hold
202
﹤0.01% 585
2023
Q4
$13.5K Buy
202
+150
+288% +$10.9K ﹤0.01% 781
2023
Q3
$4.21K Hold
52
﹤0.01% 995
2023
Q2
$3.31K Hold
52
﹤0.01% 1051
2023
Q1
$3.46K Hold
52
﹤0.01% 1025
2022
Q4
$3.65K Hold
52
﹤0.01% 987
2022
Q3
$3K Hold
52
﹤0.01% 1097
2022
Q2
$4K Hold
52
﹤0.01% 951
2022
Q1
$4K Sell
52
-90
-63% -$6.05K ﹤0.01% 946
2021
Q4
$8K Sell
142
-14
-9% -$761 ﹤0.01% 853
2021
Q3
$8K Hold
156
﹤0.01% 817
2021
Q2
$8K Hold
156
﹤0.01% 808
2021
Q1
$6K Buy
156
+90
+136% +$3.53K ﹤0.01% 862
2020
Q4
$2K Hold
66
﹤0.01% 987
2020
Q3
$2K Hold
66
﹤0.01% 992
2020
Q2
$2K Sell
66
-15
-19% -$410 ﹤0.01% 921
2020
Q1
$3K Buy
+81
New +$6.24K ﹤0.01% 878
2018
Q4
Sell
-838
Closed -$104K 1095
2018
Q3
$104K Buy
+838
New +$96.8K 0.01% 278

Other funds holding USO

Gradient Investments's USO Position: Q3 2024 in Review

Gradient Investments sold out of United States Oil Fund (USO) in Q3 2024, closing a stake of 205 shares — an estimated $16.3K sold.

Gradient Investments first reported a position in USO in Q3 2018 and held it in 19 quarters. The position peaked at $104K in Q3 2018. 166 funds tracked by Wall St. Rank hold USO as of Q3 2024.

  • Gradient Investments reported no remaining United States Oil Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 205 United States Oil Fund shares in Q3 2024, an estimated $16.3K.
  • Gradient Investments first reported a position in United States Oil Fund in Q3 2018 and held it in 19 quarters.
  • Gradient Investments's United States Oil Fund position peaked at $104K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.