FFM
X

Forum Financial Management’s US Steel X Stock Holding History

Forum Financial Management’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
-6,034
Closed -$255K – 987
2025
Q1 		$255K Sell
6,034
-1,017
-14% -$38.5K ﹤0.01% 683
2024
Q4 		$240K Buy
7,051
+490
+7% +$18.1K ﹤0.01% 754
2024
Q3 		$232K Buy
6,561
+1
+0% +$38 ﹤0.01% 650
2024
Q2 		$248K Buy
6,560
+200
+3% +$7.63K ﹤0.01% 562
2024
Q1 		$259K Hold
6,360
– – ﹤0.01% 568
2023
Q4 		$309K Hold
6,360
– – 0.01% 442
2023
Q3 		$207K Buy
+6,360
New +$178K ﹤0.01% 581
2022
Q2 		– Sell
-5,476
Closed -$206K – 665
2022
Q1 		$206K Buy
+5,476
New +$148K 0.01% 557

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

Forum Financial Management's X Position: Q2 2025 in Review

Forum Financial Management sold out of US Steel (X) in Q2 2025, closing a stake of 6,034 shares — an estimated $255K sold.

Forum Financial Management first reported a position in X in Q1 2022 and held it in 8 quarters. The position peaked at $309K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Forum Financial Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 6,034 US Steel shares in Q2 2025, an estimated $255K.
  • Forum Financial Management first reported a position in US Steel in Q1 2022 and held it in 8 quarters.
  • Forum Financial Management's US Steel position peaked at $309K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.