Valeo Financial Advisors’s United States Oil Fund USO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,347
| Closed | -$36.6K | – | 722 |
|
|
2024
Q4 | $36.6K | Hold |
13,347
| – | – | ﹤0.01% | 681 |
|
|
2024
Q3 | $34.9K | Hold |
13,347
| – | – | ﹤0.01% | 683 |
|
|
2024
Q2 | $37.9K | Buy |
+13,347
| New | +$37.9K | ﹤0.01% | 645 |
|
|
2021
Q2 | – | Sell |
-611
| Closed | -$25K | – | 1658 |
|
|
2021
Q1 | $25K | Hold |
611
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q4 | $20K | Hold |
611
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q3 | $17K | Sell |
611
-5,343
| -90% | -$149K | ﹤0.01% | 925 |
|
|
2020
Q2 | $167K | Sell |
5,954
-167
| -3% | -$4.68K | 0.02% | 347 |
|
|
2020
Q1 | $244K | Buy |
6,121
+5,808
| +1,856% | +$232K | 0.03% | 258 |
|
|
2019
Q4 | $32K | Hold |
313
| – | – | ﹤0.01% | 786 |
|
|
2019
Q3 | $28K | Hold |
313
| – | – | ﹤0.01% | 757 |
|
|
2019
Q2 | $30K | Hold |
313
| – | – | ﹤0.01% | 738 |
|
|
2019
Q1 | $31K | Hold |
313
| – | – | ﹤0.01% | 663 |
|
|
2018
Q4 | $24K | Hold |
313
| – | – | ﹤0.01% | 658 |
|
|
2018
Q3 | $34K | Sell |
313
-362
| -54% | -$39.3K | ﹤0.01% | 627 |
|
|
2018
Q2 | $76K | Sell |
675
-438
| -39% | -$49.3K | 0.01% | 458 |
|
|
2018
Q1 | $117K | Sell |
1,113
-375
| -25% | -$39.4K | 0.02% | 337 |
|
|
2017
Q4 | $143K | Buy |
1,488
+525
| +55% | +$50.5K | 0.02% | 286 |
|
|
2017
Q3 | $80K | Buy |
+963
| New | +$80K | 0.02% | 326 |
|