Creative Planning’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $600K | Sell |
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|
2024
Q3 | $648K | Buy |
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|
2024
Q2 | $680K | Buy |
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|
2024
Q1 | $711K | Buy |
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|
2023
Q4 | $816K | Sell |
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|
2023
Q3 | $670K | Buy |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $429K | Buy |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $778K | Sell |
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|
2021
Q2 | $3.13M | Buy |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $785K | Sell |
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|
2020
Q3 | $600K | Sell |
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|
2020
Q2 | $689K | Sell |
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|
2020
Q1 | $1.04M | Sell |
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|
2019
Q4 | $3.54M | Sell |
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|
2019
Q3 | $3.63M | Sell |
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|
2019
Q2 | $7.59M | Buy |
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|
2019
Q1 | $6.3M | Sell |
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|
2018
Q4 | $6.87M | Sell |
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|
2018
Q3 | $11.9M | Buy |
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|
2018
Q2 | $12.2M | Sell |
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|
2018
Q1 | $15.3M | Buy |
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|
2017
Q4 | $11M | Sell |
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|
2017
Q3 | $11.4M | Buy |
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|
2017
Q2 | $9.73M | Buy |
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|
2017
Q1 | $10.9M | Buy |
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|
2016
Q4 | $9.15M | Buy |
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|
2016
Q3 | $3.91M | Sell |
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|
2016
Q2 | $8.7M | Buy |
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|
2016
Q1 | $6.26M | Buy |
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|
2015
Q4 | $1.73M | Buy |
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|
2015
Q3 | $764K | Sell |
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|
2015
Q2 | $9.89M | Buy |
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|
2015
Q1 | $794K | Buy |
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|
2014
Q4 | $512K | Sell |
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|
2014
Q3 | $7.77M | Sell |
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|
2014
Q2 | $5.17M | Buy |
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|
2014
Q1 | $205K | Buy |
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|
2013
Q4 | $189K | Buy |
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|
2013
Q3 | $113K | Sell |
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|
2013
Q2 | $128K | Buy |
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