SFS
Summit Financial Strategies’s United States Oil Fund USO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
2,925
| – | – | 0.02% | 139 |
|
|
2025
Q1 | $226K | Hold |
2,925
| – | – | 0.02% | 129 |
|
|
2024
Q4 | $221K | Hold |
2,925
| – | – | 0.02% | 134 |
|
|
2024
Q3 | $205K | Sell |
2,925
-3
| -0.1% | -$210 | 0.02% | 139 |
|
|
2024
Q2 | $233K | Hold |
2,928
| – | – | 0.03% | 128 |
|
|
2024
Q1 | $231K | Buy |
+2,928
| New | +$231K | 0.03% | 129 |
|
|
2023
Q4 | – | Sell |
-2,925
| Closed | -$237K | – | 147 |
|
|
2023
Q3 | $237K | Buy |
+2,925
| New | +$237K | 0.05% | 108 |
|
|
2023
Q1 | – | Sell |
-2,925
| Closed | -$205K | – | 128 |
|
|
2022
Q4 | $205K | Buy |
+2,925
| New | +$205K | 0.04% | 112 |
|
|
2022
Q3 | – | Sell |
-2,925
| Closed | -$235K | – | 125 |
|
|
2022
Q2 | $235K | Sell |
2,925
-312
| -10% | -$25.1K | 0.06% | 104 |
|
|
2022
Q1 | $240K | Buy |
+3,237
| New | +$240K | 0.05% | 100 |
|
|
2020
Q2 | – | Sell |
-31,612
| Closed | -$133K | – | 70 |
|
|
2020
Q1 | $133K | Buy |
+31,612
| New | +$133K | 0.07% | 57 |
|