Carson Advisory’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 |
-30,950
| Closed | -$1.31M | – | 176 |
|
|
2025
Q1 | $1.31M | Sell |
30,950
-1,000
| -3% | -$42.3K | 0.88% | 28 |
|
|
2024
Q4 | $1.09M | Sell |
31,950
-1,200
| -4% | -$40.8K | 0.76% | 32 |
|
|
2024
Q3 | $1.17M | Sell |
33,150
-1,100
| -3% | -$38.9K | 0.74% | 32 |
|
|
2024
Q2 | $1.29M | Sell |
34,250
-2,400
| -7% | -$90.7K | 0.91% | 27 |
|
|
2024
Q1 | $1.49M | Sell |
36,650
-5,450
| -13% | -$222K | 1.05% | 23 |
|
|
2023
Q4 | $2.05M | Sell |
42,100
-2,900
| -6% | -$141K | 1.59% | 13 |
|
|
2023
Q3 | $1.46M | Sell |
45,000
-600
| -1% | -$19.5K | 1.28% | 18 |
|
|
2023
Q2 | $1.14M | Sell |
45,600
-150
| -0.3% | -$3.75K | 0.96% | 28 |
|
|
2023
Q1 | $1.19M | Sell |
45,750
-2,375
| -5% | -$62K | 1.06% | 23 |
|
|
2022
Q4 | $1.21M | Sell |
48,125
-2,625
| -5% | -$65.8K | 1.16% | 22 |
|
|
2022
Q3 | $920K | Sell |
50,750
-350
| -0.7% | -$6.35K | 1.02% | 26 |
|
|
2022
Q2 | $915K | Buy |
51,100
+1,650
| +3% | +$29.5K | 1.02% | 26 |
|
|
2022
Q1 | $1.87M | Buy |
49,450
+2,650
| +6% | +$100K | 1.86% | 13 |
|
|
2021
Q4 | $1.11M | Buy |
+46,800
| New | +$1.11M | 1.13% | 26 |
|