CSC
X

Caldwell Sutter Capital’s US Steel X Stock Holding History

Caldwell Sutter Capital’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
-2,900
Closed -$123K – 898
2025
Q1 		$123K Hold
2,900
– – 0.06% 253
2024
Q4 		$98.6K Hold
2,900
– – 0.05% 278
2024
Q3 		$102K Hold
2,900
– – 0.05% 278
2024
Q2 		$110K Hold
2,900
– – 0.05% 264
2024
Q1 		$118K Hold
2,900
– – 0.06% 257
2023
Q4 		$141K Sell
2,900
-1,000
-26% -$36.4K 0.07% 229
2023
Q3 		$127K Hold
3,900
– – 0.07% 226
2023
Q2 		$97.5K Buy
3,900
+1,000
+34% +$23.3K 0.05% 253
2023
Q1 		$75.7K Hold
2,900
– – 0.06% 211
2022
Q4 		$72.6K Buy
+2,900
New +$66.9K 0.06% 163

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
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
SS
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

Caldwell Sutter Capital's X Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of US Steel (X) in Q2 2025, closing a stake of 2,900 shares — an estimated $123K sold.

Caldwell Sutter Capital first reported a position in X in Q4 2022 and held it in 10 quarters. The position peaked at $141K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 2,900 US Steel shares in Q2 2025, an estimated $123K.
  • Caldwell Sutter Capital first reported a position in US Steel in Q4 2022 and held it in 10 quarters.
  • Caldwell Sutter Capital's US Steel position peaked at $141K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.