CAL
X

Capital Advisors Ltd’s US Steel X Stock Holding History

Capital Advisors Ltd’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
-234
Closed -$10K – 1657
2025
Q1 		$10K Sell
234
-36
-13% -$1.36K ﹤0.01% 782
2024
Q4 		$9K Buy
270
+117
+76% +$4.32K ﹤0.01% 823
2024
Q3 		$5K Sell
153
-29
-16% -$1.1K ﹤0.01% 940
2024
Q2 		$7K Buy
182
+10
+6% +$382 ﹤0.01% 859
2024
Q1 		$7K Buy
172
+15
+10% +$686 ﹤0.01% 817
2023
Q4 		$8K Hold
157
– – ﹤0.01% 739
2023
Q3 		$5K Buy
157
+4
+3% +$112 ﹤0.01% 845
2023
Q2 		$4K Buy
153
+24
+19% +$559 ﹤0.01% 915
2023
Q1 		$3K Sell
129
-32
-20% -$889 ﹤0.01% 856
2022
Q4 		$4K Buy
161
+127
+374% +$2.93K ﹤0.01% 739
2022
Q3 		$1K Buy
+34
New +$727 ﹤0.01% 1160
2022
Q2 		– Sell
-3
Closed – – 1366
2022
Q1 		$0 Buy
+3
New +$81 ﹤0.01% 1246
2019
Q3 		– Sell
-202
Closed -$3K – 456
2019
Q2 		$3K Hold
202
– – ﹤0.01% 420
2019
Q1 		$4K Hold
202
– – ﹤0.01% 410
2018
Q4 		$4K Buy
202
+1
+0.5% +$25 ﹤0.01% 419
2018
Q3 		$6K Hold
201
– – ﹤0.01% 447
2018
Q2 		$7K Hold
201
– – ﹤0.01% 353
2018
Q1 		$7K Buy
201
+1
+0.5% +$39 ﹤0.01% 346
2017
Q4 		$7K Hold
200
– – ﹤0.01% 354
2017
Q3 		$5K Buy
+200
New +$4.89K ﹤0.01% 366

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

Capital Advisors Ltd's X Position: Q2 2025 in Review

Capital Advisors Ltd sold out of US Steel (X) in Q2 2025, closing a stake of 234 shares — an estimated $10K sold.

Capital Advisors Ltd first reported a position in X in Q3 2017 and held it in 20 quarters. The position peaked at $10K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Capital Advisors Ltd reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 234 US Steel shares in Q2 2025, an estimated $10K.
  • Capital Advisors Ltd first reported a position in US Steel in Q3 2017 and held it in 20 quarters.
  • Capital Advisors Ltd's US Steel position peaked at $10K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.