Allworth Financial’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,260
| Closed | -$95.5K | – | 4675 |
|
|
2025
Q1 | $95.5K | Buy |
2,260
+923
| +69% | +$39K | ﹤0.01% | 1246 |
|
|
2024
Q4 | $48.8K | Buy |
1,337
+801
| +149% | +$29.2K | ﹤0.01% | 1578 |
|
|
2024
Q3 | $18.9K | Buy |
536
+23
| +4% | +$813 | ﹤0.01% | 1946 |
|
|
2024
Q2 | $19.6K | Buy |
513
+64
| +14% | +$2.45K | ﹤0.01% | 1897 |
|
|
2024
Q1 | $18.3K | Sell |
449
-286
| -39% | -$11.7K | ﹤0.01% | 1817 |
|
|
2023
Q4 | $35.8K | Sell |
735
-6
| -0.8% | -$292 | ﹤0.01% | 1331 |
|
|
2023
Q3 | $24.1K | Buy |
741
+252
| +52% | +$8.19K | ﹤0.01% | 1414 |
|
|
2023
Q2 | $12.2K | Sell |
489
-6
| -1% | -$150 | ﹤0.01% | 1795 |
|
|
2023
Q1 | $12.9K | Buy |
495
+38
| +8% | +$992 | ﹤0.01% | 1706 |
|
|
2022
Q4 | $11.4K | Sell |
457
-15
| -3% | -$376 | ﹤0.01% | 1647 |
|
|
2022
Q3 | $9K | Buy |
472
+360
| +321% | +$6.86K | ﹤0.01% | 1719 |
|
|
2022
Q2 | $2K | Buy |
112
+5
| +5% | +$89 | ﹤0.01% | 2048 |
|
|
2022
Q1 | $4K | Buy |
107
+7
| +7% | +$262 | ﹤0.01% | 1689 |
|
|
2021
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1761 |
|
|
2021
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1712 |
|
|
2021
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1416 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 692 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 676 |
|
|
2015
Q4 | – | Sell |
-10
| Closed | – | – | 666 |
|
|
2015
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 649 |
|
|
2015
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 643 |
|
|
2015
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 627 |
|