CWA
X

Carolina Wealth Advisors’s US Steel X Stock Holding History

Carolina 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
-23
Closed -$972 – 311
2025
Q1 		$972 Hold
23
– – ﹤0.01% 251
2024
Q4 		$782 Sell
23
-2,378
-99% -$87.8K ﹤0.01% 271
2024
Q3 		$84.8K Buy
2,401
+56
+2% +$2.13K 0.04% 82
2024
Q2 		$88.6K Buy
2,345
+154
+7% +$5.88K 0.04% 74
2024
Q1 		$89.3K Hold
2,191
– – 0.05% 80
2023
Q4 		$107K Hold
2,191
– – 0.06% 82
2023
Q3 		$71.2K Sell
2,191
-131
-6% -$3.67K 0.04% 105
2023
Q2 		$58.1K Buy
2,322
+13
+0.6% +$303 0.03% 98
2023
Q1 		$60.3K Sell
2,309
-15,111
-87% -$420K 0.04% 99
2022
Q4 		$436K Buy
17,420
+258
+2% +$5.95K 0.27% 44
2022
Q3 		$311K Buy
17,162
+1,256
+8% +$26.9K 0.24% 49
2022
Q2 		$285K Sell
15,906
-859
-5% -$23.5K 0.19% 63
2022
Q1 		$633K Buy
16,765
+5,489
+49% +$149K 0.4% 33
2021
Q4 		$268K Buy
11,276
+2,536
+29% +$59.8K 0.15% 51
2021
Q3 		$192K Buy
8,740
+1,497
+21% +$37.4K 0.13% 63
2021
Q2 		$174K Buy
7,243
+1,629
+29% +$40.1K 0.12% 59
2021
Q1 		$147K Buy
+5,614
New +$111K 0.11% 52

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $20.6B AUM 34.61% 1-Year Est. Return

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

Carolina Wealth Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 23 shares — an estimated $972 sold.

Carolina Wealth Advisors first reported a position in X in Q1 2021 and held it in 17 quarters. The position peaked at $633K in Q1 2022. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 23 US Steel shares in Q2 2025, an estimated $972.
  • Carolina Wealth Advisors first reported a position in US Steel in Q1 2021 and held it in 17 quarters.
  • Carolina Wealth Advisors's US Steel position peaked at $633K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.