Avantax Advisory Services’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 |
-17,936
| Closed | -$758K | – | 2444 |
|
|
2025
Q1 | $758K | Buy |
17,936
+2,686
| +18% | +$114K | ﹤0.01% | 1242 |
|
|
2024
Q4 | $518K | Buy |
15,250
+914
| +6% | +$31.1K | ﹤0.01% | 1421 |
|
|
2024
Q3 | $506K | Sell |
14,336
-333
| -2% | -$11.8K | ﹤0.01% | 1401 |
|
|
2024
Q2 | $554K | Buy |
14,669
+817
| +6% | +$30.9K | ﹤0.01% | 1294 |
|
|
2024
Q1 | $565K | Sell |
13,852
-1,973
| -12% | -$80.5K | 0.01% | 980 |
|
|
2023
Q4 | $770K | Sell |
15,825
-1,637
| -9% | -$79.6K | 0.01% | 817 |
|
|
2023
Q3 | $567K | Sell |
17,462
-2,100
| -11% | -$68.2K | 0.01% | 894 |
|
|
2023
Q2 | $489K | Buy |
19,562
+1,915
| +11% | +$47.9K | 0.01% | 949 |
|
|
2023
Q1 | $461K | Buy |
17,647
+36
| +0.2% | +$940 | 0.01% | 955 |
|
|
2022
Q4 | $441K | Sell |
17,611
-178
| -1% | -$4.46K | 0.01% | 923 |
|
|
2022
Q3 | $322K | Buy |
17,789
+1,340
| +8% | +$24.3K | ﹤0.01% | 966 |
|
|
2022
Q2 | $295K | Buy |
16,449
+1,271
| +8% | +$22.8K | ﹤0.01% | 1017 |
|
|
2022
Q1 | $574K | Buy |
15,178
+760
| +5% | +$28.7K | 0.01% | 737 |
|
|
2021
Q4 | $343K | Buy |
14,418
+702
| +5% | +$16.7K | 0.01% | 915 |
|
|
2021
Q3 | $300K | Buy |
13,716
+478
| +4% | +$10.5K | 0.01% | 930 |
|
|
2021
Q2 | $318K | Buy |
13,238
+2,252
| +20% | +$54.1K | 0.01% | 879 |
|
|
2021
Q1 | $287K | Sell |
10,986
-553
| -5% | -$14.4K | 0.01% | 826 |
|
|
2020
Q4 | $194K | Sell |
11,539
-4,118
| -26% | -$69.2K | ﹤0.01% | 886 |
|
|
2020
Q3 | $116K | Buy |
15,657
+2,438
| +18% | +$18.1K | ﹤0.01% | 1287 |
|
|
2020
Q2 | $95K | Buy |
+13,219
| New | +$95K | ﹤0.01% | 818 |
|