Colonial Trust’s US Steel X Stock Holding History

Colonial Trust’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	-1,000	Closed	-$42.3K	–	1150
2025 Q1	$42.3K	Sell	1,000 -34	-3%	-$1.29K	0.01%	571
2024 Q4	$35.1K	Buy	1,034 +34	+3%	+$1.25K	0.01%	651
2024 Q3	$35.3K	Hold	1,000	–	–	0.01%	605
2024 Q2	$37.8K	Hold	1,000	–	–	0.01%	558
2024 Q1	$40.8K	Hold	1,000	–	–	0.01%	546
2023 Q4	$48.6K	Hold	1,000	–	–	0.01%	508
2023 Q3	$32.5K	Hold	1,000	–	–	0.01%	549
2023 Q2	$25K	Hold	1,000	–	–	0.01%	567
2023 Q1	$26.1K	Hold	1,000	–	–	0.01%	547
2022 Q4	$25.1K	Buy	+1,000	New	+$23.1K	0.01%	538

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

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

Colonial Trust's X Position: Q2 2025 in Review

Colonial Trust sold out of US Steel (X) in Q2 2025, closing a stake of 1,000 shares — an estimated $42.3K sold.

Colonial Trust first reported a position in X in Q4 2022 and held it in 10 quarters. The position peaked at $48.6K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Colonial Trust reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Colonial Trust sold 1,000 US Steel shares in Q2 2025, an estimated $42.3K.
Colonial Trust first reported a position in US Steel in Q4 2022 and held it in 10 quarters.
Colonial Trust's US Steel position peaked at $48.6K in Q4 2023.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Colonial Trust's 13F filing for Q2 2025, filed 13 Aug 2025.