CA
X

Clearstead Advisors’s US Steel X Stock Holding History

Clearstead 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
-2,546
Closed -$108K – 2894
2025
Q1 		$108K Buy
2,546
+14
+0.6% +$530 ﹤0.01% 980
2024
Q4 		$86.1K Sell
2,532
-193
-7% -$7.12K ﹤0.01% 1052
2024
Q3 		$96.3K Hold
2,725
– – ﹤0.01% 1036
2024
Q2 		$103K Hold
2,725
– – ﹤0.01% 991
2024
Q1 		$103K Hold
2,725
– – 0.01% 604
2023
Q4 		$133K Sell
2,725
-2,725
-50% -$99.1K 0.01% 525
2023
Q3 		$177K Buy
5,450
+2,725
+100% +$76.4K 0.01% 594
2023
Q2 		$68.2K Hold
2,725
– – ﹤0.01% 663
2023
Q1 		$71.1K Hold
2,725
– – 0.01% 583
2022
Q4 		$68.3K Hold
2,725
– – 0.01% 573
2022
Q3 		$49K Hold
2,725
– – ﹤0.01% 612
2022
Q2 		$49K Sell
2,725
-300
-10% -$8.2K ﹤0.01% 626
2022
Q1 		$114K Hold
3,025
– – 0.01% 521
2021
Q4 		$72K Hold
3,025
– – ﹤0.01% 597
2021
Q3 		$66K Hold
3,025
– – ﹤0.01% 567
2021
Q2 		$73K Hold
3,025
– – 0.01% 502
2021
Q1 		$79K Hold
3,025
– – 0.01% 478
2020
Q4 		$51K Hold
3,025
– – ﹤0.01% 511
2020
Q3 		$22K Buy
3,025
+2,332
+337% +$17.7K ﹤0.01% 575
2020
Q2 		$5K Buy
693
+174
+34% +$1.36K ﹤0.01% 680
2020
Q1 		$3K Buy
+519
New +$4.35K ﹤0.01% 704
2018
Q4 		– Sell
-6,749
Closed -$206K – 261
2018
Q3 		$206K Buy
+6,749
New +$218K 0.03% 220

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

Clearstead Advisors's X Position: Q2 2025 in Review

Clearstead Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 2,546 shares — an estimated $108K sold.

Clearstead Advisors first reported a position in X in Q3 2018 and held it in 22 quarters. The position peaked at $206K in Q3 2018. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Clearstead Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 2,546 US Steel shares in Q2 2025, an estimated $108K.
  • Clearstead Advisors first reported a position in US Steel in Q3 2018 and held it in 22 quarters.
  • Clearstead Advisors's US Steel position peaked at $206K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.