Ameriprise’s US Steel X Stock Holding History

Ameriprise’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-335,865	Closed	-$14.2M	–	4146
2025 Q1	$14.2M	Buy	335,865 +65,473	+24%	+$2.48M	﹤0.01%	1536
2024 Q4	$9.19M	Sell	270,392 -10,162	-4%	-$375K	﹤0.01%	1865
2024 Q3	$9.91M	Sell	280,554 -158,768	-36%	-$6.04M	﹤0.01%	1813
2024 Q2	$16.6M	Sell	439,322 -8,279	-2%	-$316K	﹤0.01%	1396
2024 Q1	$18.3M	Buy	447,601 +127,161	+40%	+$5.82M	0.01%	1354
2023 Q4	$15.6M	Sell	320,440 -44,107	-12%	-$1.6M	﹤0.01%	1429
2023 Q3	$11.8M	Sell	364,547 -27,501	-7%	-$771K	﹤0.01%	1565
2023 Q2	$9.8M	Buy	392,048 +11,741	+3%	+$273K	﹤0.01%	1787
2023 Q1	$9.93M	Sell	380,307 -32,292	-8%	-$897K	﹤0.01%	1780
2022 Q4	$10.3M	Sell	412,599 -20,789	-5%	-$479K	﹤0.01%	1713
2022 Q3	$7.85M	Sell	433,388 -24,394	-5%	-$522K	﹤0.01%	1889
2022 Q2	$8.2M	Sell	457,782 -188,413	-29%	-$5.15M	﹤0.01%	1894
2022 Q1	$24.4M	Buy	646,195 +171,870	+36%	+$4.65M	0.01%	1203
2021 Q4	$11.3M	Buy	474,325 +14,709	+3%	+$347K	﹤0.01%	1891
2021 Q3	$10.1M	Sell	459,616 -498,674	-52%	-$12.5M	﹤0.01%	1849
2021 Q2	$23M	Buy	958,290 +136,733	+17%	+$3.37M	0.01%	1244
2021 Q1	$21.5M	Buy	821,557 +108,549	+15%	+$2.14M	0.01%	1268
2020 Q4	$12M	Buy	713,008 +250,421	+54%	+$3.11M	﹤0.01%	1606
2020 Q3	$3.39M	Sell	462,587 -36,394	-7%	-$276K	﹤0.01%	2347
2020 Q2	$3.6M	Buy	498,981 +82,720	+20%	+$645K	﹤0.01%	2289
2020 Q1	$2.63M	Sell	416,261 -2,710	-0.6%	-$22.7K	﹤0.01%	2329
2019 Q4	$4.78M	Sell	418,971 -37,590	-8%	-$467K	﹤0.01%	2260
2019 Q3	$5.27M	Sell	456,561 -79,710	-15%	-$1.03M	﹤0.01%	2183
2019 Q2	$8.21M	Buy	536,271 +19,701	+4%	+$304K	﹤0.01%	1883
2019 Q1	$10.1M	Sell	516,570 -44,253	-8%	-$941K	﹤0.01%	1699
2018 Q4	$10.2M	Sell	560,823 -408,463	-42%	-$10.2M	0.01%	1583
2018 Q3	$29.5M	Buy	969,286 +30,301	+3%	+$977K	0.01%	1043
2018 Q2	$32.6M	Buy	938,985 +69,329	+8%	+$2.48M	0.01%	878
2018 Q1	$30.6M	Buy	869,656 +79,071	+10%	+$3.12M	0.01%	898
2017 Q4	$27.8M	Buy	790,585 +34,643	+5%	+$1.01M	0.01%	865
2017 Q3	$19.4M	Sell	755,942 -707,468	-48%	-$17.3M	0.01%	1056
2017 Q2	$32.4M	Buy	1,463,410 +928,898	+174%	+$22M	0.02%	728
2017 Q1	$18.1M	Sell	534,512 -527,558	-50%	-$18.7M	0.01%	1080
2016 Q4	$35.1M	Sell	1,062,070 -476,628	-31%	-$12.7M	0.02%	671
2016 Q3	$29M	Sell	1,538,698 -54,984	-3%	-$1.13M	0.02%	736
2016 Q2	$26.9M	Sell	1,593,682 -638,005	-29%	-$10.7M	0.02%	753
2016 Q1	$35.8M	Buy	2,231,687 +849,094	+61%	+$8.46M	0.02%	610
2015 Q4	$11M	Buy	1,382,593 +519,007	+60%	+$5.1M	0.01%	1374
2015 Q3	$9M	Sell	863,586 -413,083	-32%	-$6.91M	0.01%	1547
2015 Q2	$26.3M	Buy	1,276,669 +22,479	+2%	+$551K	0.02%	826
2015 Q1	$30.6M	Buy	1,254,190 +797,122	+174%	+$18.9M	0.02%	754
2014 Q4	$12.2M	Sell	457,068 -197,143	-30%	-$6.57M	0.01%	1339
2014 Q3	$25.6M	Sell	654,211 -468,566	-42%	-$16.4M	0.02%	811
2014 Q2	$29.2M	Buy	1,122,777 +989,568	+743%	+$25.3M	0.02%	799
2014 Q1	$3.68M	Buy	133,209 +29,826	+29%	+$782K	﹤0.01%	2220
2013 Q4	$3.05M	Buy	103,383 +6,194	+6%	+$160K	﹤0.01%	2271
2013 Q3	$2M	Buy	97,189 +9,974	+11%	+$188K	﹤0.01%	2450
2013 Q2	$1.53M	Buy	+87,215	New	+$1.54M	﹤0.01%	2474

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return