IFP Advisors’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
Q3 | – | Sell |
-1,085
| Closed | -$68.6K | – | 5153 |
|
|
2025
Q2 | $68.6K | Sell |
1,085
-2,070
| -66% | -$94.3K | ﹤0.01% | 1870 |
|
|
2025
Q1 | $133K | Buy |
3,155
+1,750
| +125% | +$66.2K | ﹤0.01% | 1374 |
|
|
2024
Q4 | $47.8K | Buy |
1,405
+632
| +82% | +$23.3K | ﹤0.01% | 1856 |
|
|
2024
Q3 | $27.3K | Sell |
773
-172
| -18% | -$6.55K | ﹤0.01% | 2015 |
|
|
2024
Q2 | $35.8K | Buy |
945
+501
| +113% | +$19.1K | ﹤0.01% | 1816 |
|
|
2024
Q1 | $18.1K | Sell |
444
-433
| -49% | -$19.8K | ﹤0.01% | 2012 |
|
|
2023
Q4 | $42.7K | Sell |
877
-855
| -49% | -$31.1K | ﹤0.01% | 1601 |
|
|
2023
Q3 | $56.3K | Sell |
1,732
-47,746
| -96% | -$1.34M | ﹤0.01% | 1503 |
|
|
2023
Q2 | $1.24M | Sell |
49,478
-3,688
| -7% | -$85.8K | 0.05% | 369 |
|
|
2023
Q1 | $2M | Buy |
53,166
+49,684
| +1,427% | +$1.38M | 0.09% | 231 |
|
|
2022
Q4 | $155K | Sell |
3,482
-4,278
| -55% | -$98.7K | ﹤0.01% | 1482 |
|
|
2022
Q3 | $309K | Sell |
7,760
-46
| -0.6% | -$984 | 0.01% | 1180 |
|
|
2022
Q2 | $309K | Hold |
7,806
| – | – | 0.01% | 1059 |
|
|
2022
Q1 | $309K | Buy |
7,806
+6,899
| +761% | +$187K | 0.01% | 1059 |
|
|
2021
Q4 | $21K | Sell |
907
-947
| -51% | -$22.3K | ﹤0.01% | 1934 |
|
|
2021
Q3 | $40K | Buy |
1,854
+20
| +1% | +$500 | ﹤0.01% | 1674 |
|
|
2021
Q2 | $43K | Buy |
1,834
+950
| +107% | +$23.4K | ﹤0.01% | 1596 |
|
|
2021
Q1 | $24K | Buy |
884
+20
| +2% | +$395 | ﹤0.01% | 1784 |
|
|
2020
Q4 | $14K | Hold |
864
| – | – | ﹤0.01% | 1936 |
|
|
2020
Q3 | $7K | Hold |
864
| – | – | ﹤0.01% | 2056 |
|
|
2020
Q2 | $7K | Sell |
864
-959
| -53% | -$7.48K | ﹤0.01% | 1970 |
|
|
2020
Q1 | $11K | Buy |
1,823
+271
| +17% | +$2.27K | ﹤0.01% | 1740 |
|
|
2019
Q4 | $18K | Sell |
1,552
-2,652
| -63% | -$32.9K | ﹤0.01% | 1667 |
|
|
2019
Q3 | $47K | Buy |
+4,204
| New | +$54.2K | ﹤0.01% | 1401 |
|
|
2019
Q1 | $10K | Sell |
530
-4,639
| -90% | -$98.7K | ﹤0.01% | 1623 |
|
|
2018
Q4 | $94K | Sell |
5,169
-1,633
| -24% | -$40.9K | 0.01% | 1234 |
|
|
2018
Q3 | $207K | Buy |
6,802
+1,043
| +18% | +$33.6K | 0.01% | 1060 |
|
|
2018
Q2 | $200K | Buy |
5,759
+2,111
| +58% | +$75.5K | 0.01% | 1068 |
|
|
2018
Q1 | $128K | Hold |
3,648
| – | – | 0.01% | 1241 |
|
|
2017
Q4 | $128K | Sell |
3,648
-8,911
| -71% | -$259K | 0.01% | 1251 |
|
|
2017
Q3 | $322K | Buy |
12,559
+278
| +2% | +$6.8K | 0.01% | 892 |
|
|
2017
Q2 | $272K | Sell |
12,281
-3,365
| -22% | -$79.8K | 0.01% | 956 |
|
|
2017
Q1 | $529K | Buy |
15,646
+1,192
| +8% | +$42.4K | 0.02% | 646 |
|
|
2016
Q4 | $477K | Buy |
14,454
+3,376
| +30% | +$90.3K | 0.02% | 635 |
|
|
2016
Q3 | $209K | Sell |
11,078
-918
| -8% | -$18.9K | 0.01% | 988 |
|
|
2016
Q2 | $202K | Buy |
11,996
+11,466
| +2,163% | +$193K | 0.01% | 964 |
|
|
2016
Q1 | $10K | Sell |
530
-10,230
| -95% | -$102K | ﹤0.01% | 1621 |
|
|
2015
Q4 | $86K | Buy |
+10,760
| New | +$106K | 0.01% | 1263 |
|