Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $372K | Buy |
2,920
+19
| +0.7% | +$1.68K | ﹤0.01% | 1678 |
|
|
2025
Q4 | $201K | Buy |
2,901
+1,937
| +201% | +$137K | ﹤0.01% | 1927 |
|
|
2025
Q3 | $71.1K | Buy |
964
+936
| +3,343% | +$70.3K | ﹤0.01% | 2434 |
|
|
2025
Q2 | $2.05K | Buy |
+28
| New | +$1.96K | ﹤0.01% | 3727 |
|
|
2025
Q1 | – | Sell |
-82
| Closed | -$6.2K | – | 4154 |
|
|
2024
Q4 | $6.2K | Buy |
+82
| New | +$5.99K | ﹤0.01% | 3291 |
|
|
2024
Q3 | – | Sell |
-54
| Closed | -$4.3K | – | 3853 |
|
|
2024
Q2 | $4.3K | Buy |
+54
| New | +$4.19K | ﹤0.01% | 3094 |
|
|
2023
Q3 | – | Sell |
-1,195
| Closed | -$75.9K | – | 3448 |
|
|
2023
Q2 | $75.9K | Buy |
1,195
+195
| +20% | +$12.7K | ﹤0.01% | 1714 |
|
|
2023
Q1 | $66.4K | Buy |
1,000
+965
| +2,757% | +$64.3K | ﹤0.01% | 1747 |
|
|
2022
Q4 | $2.45K | Buy |
+35
| New | +$2.45K | ﹤0.01% | 2976 |
|
|
2022
Q1 | – | Sell |
-187
| Closed | -$10K | – | 3385 |
|
|
2021
Q4 | $10K | Hold |
187
| – | – | ﹤0.01% | 2613 |
|
|
2021
Q3 | $10K | Hold |
187
| – | – | ﹤0.01% | 2609 |
|
|
2021
Q2 | $9K | Hold |
187
| – | – | ﹤0.01% | 6268 |
|
|
2021
Q1 | $7.58K | Sell |
187
-75
| -29% | -$2.94K | ﹤0.01% | 2885 |
|
|
2020
Q4 | $9K | Buy |
262
+75
| +40% | +$2.22K | ﹤0.01% | 2361 |
|
|
2020
Q3 | $5K | Hold |
187
| – | – | ﹤0.01% | 2390 |
|
|
2020
Q2 | $5K | Buy |
187
+49
| +36% | +$1.34K | ﹤0.01% | 2293 |
|
|
2020
Q1 | $4K | Sell |
138
-165
| -54% | -$12.7K | ﹤0.01% | 2165 |
|
|
2019
Q4 | $31K | Buy |
303
+272
| +877% | +$25.9K | ﹤0.01% | 1608 |
|
|
2019
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 2460 |
|
|
2019
Q2 | $3K | Buy |
+31
| New | +$3.09K | ﹤0.01% | 2386 |
|
|
2018
Q4 | – | Sell |
-31
| Closed | -$4K | – | 2095 |
|
|
2018
Q3 | $4K | Buy |
+31
| New | +$3.58K | ﹤0.01% | 2230 |
|
Other funds holding USO
CBU
QC
