Newbridge Financial Services Group’s United States Oil Fund USO Stock Holding History

Newbridge Financial Services Group’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-21	Closed	-$1.59K	–	1159
2024 Q4	$1.59K	Buy	+21	New	+$1.53K	﹤0.01%	990
2024 Q1	–	Sell	-550	Closed	-$36.7K	–	1304
2023 Q4	$36.7K	Hold	550	–	–	0.02%	460
2023 Q3	$44.5K	Hold	550	–	–	0.02%	432
2023 Q2	$35K	Hold	550	–	–	0.02%	547
2023 Q1	$36.5K	Hold	550	–	–	0.02%	540
2022 Q4	$38.6K	Sell	550 -300	-35%	-$21K	0.02%	525
2022 Q3	$55K	Hold	850	–	–	0.03%	431
2022 Q2	$68K	Hold	850	–	–	0.04%	341
2022 Q1	$63K	Buy	850 +300	+55%	+$20.2K	0.03%	416
2021 Q4	$30K	Hold	550	–	–	0.01%	613
2021 Q3	$29K	Hold	550	–	–	0.02%	568
2021 Q2	$27K	Hold	550	–	–	0.02%	686
2021 Q1	$22K	Hold	550	–	–	0.02%	672
2020 Q4	$18K	Hold	550	–	–	0.01%	576
2020 Q3	$16K	Buy	+550	New	+$16.1K	0.02%	565

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Newbridge Financial Services Group's USO Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of United States Oil Fund (USO) in Q1 2025, closing a stake of 21 shares — an estimated $1.59K sold.

Newbridge Financial Services Group first reported a position in USO in Q3 2020 and held it in 15 quarters. The position peaked at $68K in Q2 2022. 148 funds tracked by Wall St. Rank hold USO as of Q1 2025.

Newbridge Financial Services Group reported no remaining United States Oil Fund position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 21 United States Oil Fund shares in Q1 2025, an estimated $1.59K.
Newbridge Financial Services Group first reported a position in United States Oil Fund in Q3 2020 and held it in 15 quarters.
Newbridge Financial Services Group's United States Oil Fund position peaked at $68K in Q2 2022.
148 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.