HSA
X

HBK Sorce Advisory’s US Steel X Stock Holding History

HBK Sorce Advisory’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
-4,921
Closed -$208K – 639
2025
Q1 		$208K Sell
4,921
-1,630
-25% -$61.7K 0.01% 534
2024
Q4 		$223K Buy
6,551
+449
+7% +$16.6K 0.01% 521
2024
Q3 		$216K Buy
+6,102
New +$232K 0.01% 525

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

HBK Sorce Advisory's X Position: Q2 2025 in Review

HBK Sorce Advisory sold out of US Steel (X) in Q2 2025, closing a stake of 4,921 shares — an estimated $208K sold.

HBK Sorce Advisory first reported a position in X in Q3 2024 and held it in 3 quarters. The position peaked at $223K in Q4 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • HBK Sorce Advisory reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 4,921 US Steel shares in Q2 2025, an estimated $208K.
  • HBK Sorce Advisory first reported a position in US Steel in Q3 2024 and held it in 3 quarters.
  • HBK Sorce Advisory's US Steel position peaked at $223K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on HBK Sorce Advisory's 13F filing for Q2 2025, filed 4 Aug 2025.