Summit Financial Strategies’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 | – | Sell |
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|
2025
Q4 | $202K | Hold |
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|
2025
Q3 | $216K | Hold |
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|
2025
Q2 | $214K | Hold |
|
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|
2025
Q1 | $226K | Hold |
|
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|
2024
Q4 | $221K | Hold |
|
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|
2024
Q3 | $205K | Sell |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $231K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $237K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $235K | Sell |
|
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|
2022
Q1 | $240K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $133K | Buy |
|