X
Creative Planning’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,849
| Closed | -$1.05M | – | 3714 |
|
|
2025
Q1 | $1.05M | Buy |
24,849
+7,193
| +41% | +$304K | ﹤0.01% | 1676 |
|
|
2024
Q4 | $600K | Sell |
17,656
-684
| -4% | -$23.2K | ﹤0.01% | 2053 |
|
|
2024
Q3 | $648K | Buy |
18,340
+360
| +2% | +$12.7K | ﹤0.01% | 1884 |
|
|
2024
Q2 | $680K | Buy |
17,980
+556
| +3% | +$21K | ﹤0.01% | 1697 |
|
|
2024
Q1 | $711K | Buy |
17,424
+658
| +4% | +$26.8K | ﹤0.01% | 1580 |
|
|
2023
Q4 | $816K | Sell |
16,766
-3,876
| -19% | -$189K | ﹤0.01% | 1349 |
|
|
2023
Q3 | $670K | Buy |
20,642
+3,003
| +17% | +$97.5K | ﹤0.01% | 1370 |
|
|
2023
Q2 | $441K | Buy |
17,639
+1,218
| +7% | +$30.5K | ﹤0.01% | 1637 |
|
|
2023
Q1 | $429K | Buy |
16,421
+2,341
| +17% | +$61.1K | ﹤0.01% | 1562 |
|
|
2022
Q4 | $353K | Sell |
14,080
-7,687
| -35% | -$193K | ﹤0.01% | 1615 |
|
|
2022
Q3 | $394K | Buy |
21,767
+9,449
| +77% | +$171K | ﹤0.01% | 1472 |
|
|
2022
Q2 | $221K | Sell |
12,318
-19,500
| -61% | -$350K | ﹤0.01% | 1813 |
|
|
2022
Q1 | $1.2M | Sell |
31,818
-18,185
| -36% | -$686K | ﹤0.01% | 906 |
|
|
2021
Q4 | $1.19M | Buy |
50,003
+14,569
| +41% | +$347K | ﹤0.01% | 878 |
|
|
2021
Q3 | $778K | Sell |
35,434
-95,005
| -73% | -$2.09M | ﹤0.01% | 1069 |
|
|
2021
Q2 | $3.13M | Buy |
130,439
+76,416
| +141% | +$1.83M | 0.01% | 532 |
|
|
2021
Q1 | $1.41M | Buy |
54,023
+7,238
| +15% | +$189K | ﹤0.01% | 859 |
|
|
2020
Q4 | $785K | Sell |
46,785
-34,929
| -43% | -$586K | ﹤0.01% | 1053 |
|
|
2020
Q3 | $600K | Sell |
81,714
-13,698
| -14% | -$101K | ﹤0.01% | 1030 |
|
|
2020
Q2 | $689K | Sell |
95,412
-69,346
| -42% | -$501K | ﹤0.01% | 883 |
|
|
2020
Q1 | $1.04M | Sell |
164,758
-145,364
| -47% | -$918K | ﹤0.01% | 626 |
|
|
2019
Q4 | $3.54M | Sell |
310,122
-4,589
| -1% | -$52.4K | 0.01% | 363 |
|
|
2019
Q3 | $3.64M | Sell |
314,711
-181,242
| -37% | -$2.09M | 0.01% | 349 |
|
|
2019
Q2 | $7.59M | Buy |
495,953
+172,623
| +53% | +$2.64M | 0.03% | 223 |
|
|
2019
Q1 | $6.3M | Sell |
323,330
-53,526
| -14% | -$1.04M | 0.02% | 231 |
|
|
2018
Q4 | $6.87M | Sell |
376,856
-14,798
| -4% | -$270K | 0.03% | 196 |
|
|
2018
Q3 | $11.9M | Buy |
391,654
+39,906
| +11% | +$1.22M | 0.04% | 142 |
|
|
2018
Q2 | $12.2M | Sell |
351,748
-82,826
| -19% | -$2.88M | 0.05% | 135 |
|
|
2018
Q1 | $15.3M | Buy |
434,574
+121,678
| +39% | +$4.28M | 0.06% | 111 |
|
|
2017
Q4 | $11M | Sell |
312,896
-129,911
| -29% | -$4.57M | 0.05% | 138 |
|
|
2017
Q3 | $11.4M | Buy |
442,807
+3,265
| +0.7% | +$83.8K | 0.05% | 131 |
|
|
2017
Q2 | $9.73M | Buy |
439,542
+117,668
| +37% | +$2.61M | 0.05% | 141 |
|
|
2017
Q1 | $10.9M | Buy |
321,874
+44,647
| +16% | +$1.51M | 0.06% | 119 |
|
|
2016
Q4 | $9.15M | Buy |
277,227
+70,135
| +34% | +$2.32M | 0.06% | 137 |
|
|
2016
Q3 | $3.91M | Sell |
207,092
-309,008
| -60% | -$5.83M | 0.02% | 234 |
|
|
2016
Q2 | $8.7M | Buy |
516,100
+125,908
| +32% | +$2.12M | 0.06% | 115 |
|
|
2016
Q1 | $6.26M | Buy |
390,192
+173,771
| +80% | +$2.79M | 0.05% | 138 |
|
|
2015
Q4 | $1.73M | Buy |
216,421
+143,065
| +195% | +$1.14M | 0.01% | 347 |
|
|
2015
Q3 | $764K | Sell |
73,356
-406,441
| -85% | -$4.23M | 0.01% | 568 |
|
|
2015
Q2 | $9.89M | Buy |
479,797
+447,238
| +1,374% | +$9.22M | 0.09% | 100 |
|
|
2015
Q1 | $794K | Buy |
32,559
+13,420
| +70% | +$327K | 0.01% | 543 |
|
|
2014
Q4 | $512K | Sell |
19,139
-179,242
| -90% | -$4.8M | 0.01% | 682 |
|
|
2014
Q3 | $7.77M | Sell |
198,381
-161
| -0.1% | -$6.31K | 0.09% | 100 |
|
|
2014
Q2 | $5.17M | Buy |
198,542
+191,134
| +2,580% | +$4.98M | 0.07% | 120 |
|
|
2014
Q1 | $205K | Buy |
7,408
+1,000
| +16% | +$27.7K | ﹤0.01% | 986 |
|
|
2013
Q4 | $189K | Buy |
6,408
+900
| +16% | +$26.5K | ﹤0.01% | 887 |
|
|
2013
Q3 | $113K | Sell |
5,508
-1,802
| -25% | -$37K | ﹤0.01% | 1049 |
|
|
2013
Q2 | $128K | Buy |
+7,310
| New | +$128K | ﹤0.01% | 861 |
|