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
2025 Q1	$255K	Sell
2024 Q4	$240K	Buy
2024 Q3	$232K	Buy
2024 Q2	$248K	Buy
2024 Q1	$259K	Hold
2023 Q4	$309K	Hold
2023 Q3	$207K	Buy
2022 Q2	–	Sell
2022 Q1	$206K	Buy