Plante Moran Financial Advisors’s United States Oil Fund USO Stock Holding History

Plante Moran Financial Advisors’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 Q4	–	Sell	-126	Closed	-$9.29K	–	896
2025 Q3	$9.29K	Hold	126	–	–	﹤0.01%	556
2025 Q2	$9.21K	Hold	126	–	–	﹤0.01%	574
2025 Q1	$9.74K	Hold	126	–	–	﹤0.01%	573
2024 Q4	$9.52K	Hold	126	–	–	﹤0.01%	582
2024 Q3	$8.81K	Hold	126	–	–	﹤0.01%	614
2024 Q2	$10K	Hold	126	–	–	﹤0.01%	582
2024 Q1	$9.92K	Hold	126	–	–	﹤0.01%	603
2023 Q4	$8.4K	Sell	126 -100	-44%	-$7.25K	﹤0.01%	575
2023 Q3	$18.3K	Hold	226	–	–	﹤0.01%	445
2023 Q2	$14.4K	Hold	226	–	–	﹤0.01%	503
2023 Q1	$15K	Buy	226 +100	+79%	+$6.67K	﹤0.01%	505
2022 Q4	$8.83K	Hold	126	–	–	﹤0.01%	596
2022 Q3	$8K	Hold	126	–	–	﹤0.01%	630
2022 Q2	$10K	Hold	126	–	–	﹤0.01%	615
2022 Q1	$9K	Hold	126	–	–	﹤0.01%	617
2021 Q4	$7K	Hold	126	–	–	﹤0.01%	763
2021 Q3	$7K	Hold	126	–	–	﹤0.01%	746
2021 Q2	$6K	Hold	126	–	–	﹤0.01%	768
2021 Q1	$5K	Hold	126	–	–	﹤0.01%	789
2020 Q4	$4K	Hold	126	–	–	﹤0.01%	731
2020 Q3	$4K	Hold	126	–	–	﹤0.01%	730
2020 Q2	$4K	Sell	126 -2,501	-95%	-$68.4K	﹤0.01%	623
2020 Q1	$88K	Buy	2,627 +2,500	+1,969%	+$193K	0.04%	202
2019 Q4	$13K	Hold	127	–	–	﹤0.01%	524
2019 Q3	$11K	Hold	127	–	–	﹤0.01%	583
2019 Q2	$12K	Hold	127	–	–	﹤0.01%	546
2019 Q1	$13K	Hold	127	–	–	﹤0.01%	529
2018 Q4	$10K	Hold	127	–	–	﹤0.01%	507
2018 Q3	$16K	Hold	127	–	–	0.01%	452
2018 Q2	$15K	Hold	127	–	–	0.01%	507
2018 Q1	$13K	Hold	127	–	–	0.01%	571
2017 Q4	$12K	Hold	127	–	–	0.01%	571
2017 Q3	$11K	Hold	127	–	–	0.01%	534
2017 Q2	$10K	Hold	127	–	–	0.01%	563
2017 Q1	$11K	Hold	127	–	–	0.01%	564
2016 Q4	$12K	Hold	127	–	–	0.01%	562
2016 Q3	$11K	Hold	127	–	–	0.01%	590
2016 Q2	$12K	Hold	127	–	–	0.01%	506
2016 Q1	$10K	Buy	+127	New	+$9.48K	0.01%	493
2014 Q1	–	Sell	-384	Closed	-$109K	–	700
2013 Q4	$109K	Buy	+384	New	+$108K	0.06%	147