Osaic Holdings’s United States Lime & Minerals USLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$117K	Sell	899 -707	-44%	-$85K	﹤0.01%	4560
2025 Q4	$192K	Buy	1,606 +329	+26%	+$40.8K	﹤0.01%	4184
2025 Q3	$164K	Buy	1,277 +338	+36%	+$39K	﹤0.01%	4395
2025 Q2	$93.7K	Buy	939 +385	+69%	+$37.6K	﹤0.01%	4555
2025 Q1	$48.9K	Buy	554 +338	+156%	+$35.1K	﹤0.01%	4732
2024 Q4	$28.7K	Buy	+216	New	+$27.4K	﹤0.01%	5094
2024 Q3	–	Sell	-30	Closed	-$2.19K	–	7557
2024 Q2	$2.19K	Buy	+30	New	+$2K	﹤0.01%	6566
2024 Q1	–	Sell	-10	Closed	-$460	–	7410
2023 Q4	$460	Sell	10 -10	-50%	-$423	﹤0.01%	6906
2023 Q3	$804	Hold	20	–	–	﹤0.01%	6888
2023 Q2	$835	Sell	20 -5	-20%	-$175	﹤0.01%	6932
2023 Q1	$763	Buy	25 +5	+25%	+$152	﹤0.01%	7040
2022 Q4	$1K	Buy	+20	New	+$516	﹤0.01%	6969
2022 Q2	–	Sell	-1,125	Closed	-$26K	–	7611
2022 Q1	$26K	Hold	1,125	–	–	﹤0.01%	5534
2021 Q4	$29K	Sell	1,125 -25	-2%	-$626	﹤0.01%	5530
2021 Q3	$28K	Sell	1,150 -4,660	-80%	-$130K	﹤0.01%	5539
2021 Q2	$162K	Hold	5,810	–	–	﹤0.01%	4048
2021 Q1	$156K	Buy	+5,810	New	+$157K	﹤0.01%	3974