Arkadios Wealth Advisors’s US Steel X Stock Holding History

Arkadios Wealth Advisors’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	-21,636	Closed	-$914K	–	1367
2025 Q1	$914K	Buy	21,636 +1	+0%	+$38	0.03%	492
2024 Q4	$735K	Buy	21,635 +3,000	+16%	+$111K	0.04%	408
2024 Q3	$658K	Buy	18,635 +306	+2%	+$11.7K	0.04%	448
2024 Q2	$693K	Buy	+18,329	New	+$699K	0.05%	372
2021 Q4	–	Sell	-965	Closed	-$21K	–	1797
2021 Q3	$21K	Sell	965 -2,905	-75%	-$72.7K	﹤0.01%	1204
2021 Q2	$92K	Buy	+3,870	New	+$95.3K	0.01%	744
2020 Q2	–	Sell	-108	Closed	-$684	–	1162
2020 Q1	$684	Hold	108	–	–	﹤0.01%	993
2019 Q4	$971	Buy	+108	New	+$1.34K	﹤0.01%	893

Other funds holding X

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Arkadios Wealth Advisors's X Position: Q2 2025 in Review

Arkadios Wealth Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 21,636 shares — an estimated $914K sold.

Arkadios Wealth Advisors first reported a position in X in Q4 2019 and held it in 8 quarters. The position peaked at $914K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Arkadios Wealth Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 21,636 US Steel shares in Q2 2025, an estimated $914K.
Arkadios Wealth Advisors first reported a position in US Steel in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's US Steel position peaked at $914K in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.