Corient Private Wealth’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 |
-35,418
| Closed | -$1.5M | – | 2623 |
|
|
2025
Q1 | $1.5M | Sell |
35,418
-521
| -1% | -$22K | ﹤0.01% | 1088 |
|
|
2024
Q4 | $1.22M | Buy |
35,939
+6,707
| +23% | +$228K | ﹤0.01% | 1227 |
|
|
2024
Q3 | $1.03M | Sell |
29,232
-340
| -1% | -$12K | ﹤0.01% | 1366 |
|
|
2024
Q2 | $1.12M | Buy |
29,572
+1,445
| +5% | +$54.6K | ﹤0.01% | 1277 |
|
|
2024
Q1 | $1.15M | Buy |
28,127
+185
| +0.7% | +$7.54K | ﹤0.01% | 1262 |
|
|
2023
Q4 | $1.36M | Sell |
27,942
-2,483
| -8% | -$121K | ﹤0.01% | 1168 |
|
|
2023
Q3 | $988K | Buy |
30,425
+1,573
| +5% | +$51.1K | ﹤0.01% | 1184 |
|
|
2023
Q2 | $722K | Buy |
28,852
+1,964
| +7% | +$49.1K | ﹤0.01% | 1274 |
|
|
2023
Q1 | $702K | Buy |
26,888
+2,659
| +11% | +$69.4K | ﹤0.01% | 1224 |
|
|
2022
Q4 | $607K | Buy |
+24,229
| New | +$607K | ﹤0.01% | 1077 |
|