Narus Financial Partners’s Invesco DB Oil Fund DBO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.1M Sell
234,442
-14,979
-6% -$198K 0.97% 13
2025
Q1
$3.57M Buy
249,421
+46,671
+23% +$669K 1.22% 12
2024
Q4
$2.9M Buy
202,750
+35,254
+21% +$504K 0.98% 14
2024
Q3
$2.34M Buy
167,496
+5,315
+3% +$74.3K 0.84% 21
2024
Q2
$2.57M Sell
162,181
-7,774
-5% -$123K 1.04% 18
2024
Q1
$2.64M Buy
169,955
+21,984
+15% +$342K 1.13% 17
2023
Q4
$2.06M Sell
147,971
-23,783
-14% -$331K 0.99% 19
2023
Q3
$3.03M Buy
171,754
+6,717
+4% +$119K 1.56% 9
2023
Q2
$2.33M Buy
165,037
+5,855
+4% +$82.7K 1.2% 16
2023
Q1
$2.32M Sell
159,182
-8,823
-5% -$129K 1.26% 15
2022
Q4
$2.56M Sell
168,005
-5,552
-3% -$84.4K 1.48% 8
2022
Q3
$2.63M Sell
173,557
-4,969
-3% -$75.4K 1.67% 6
2022
Q2
$3.26M Buy
178,526
+9,052
+5% +$165K 2.07% 5
2022
Q1
$2.94M Buy
+169,474
New +$2.94M 1.64% 9
2021
Q1
$294K Buy
+27,932
New +$294K 0.18% 68
2019
Q4
Sell
-37,978
Closed -$359K 80
2019
Q3
$359K Sell
37,978
-11,175
-23% -$106K 0.26% 46
2019
Q2
$493K Buy
+49,153
New +$493K 0.38% 31