JNBA Financial Advisors’s US Steel X Stock Holding History

JNBA Financial Advisors’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	-154	Closed	-$6.51K	–	693
2025 Q1	$6.51K	Hold	154	–	–	﹤0.01%	508
2024 Q4	$5.24K	Buy	+154	New	+$5.68K	﹤0.01%	539
2023 Q1	–	Sell	-50	Closed	-$1.25K	–	741
2022 Q4	$1.25K	Hold	50	–	–	﹤0.01%	604
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	672
2022 Q2	$1K	Buy	+50	New	+$1.37K	﹤0.01%	706
2019 Q4	–	Sell	-501	Closed	-$6K	–	637
2019 Q3	$6K	Hold	501	–	–	﹤0.01%	467
2019 Q2	$8K	Hold	501	–	–	﹤0.01%	465
2019 Q1	$10K	Hold	501	–	–	﹤0.01%	406
2018 Q4	$9K	Buy	+501	New	+$12.5K	﹤0.01%	393
2018 Q3	–	Sell	-501	Closed	-$17K	–	723
2018 Q2	$17K	Hold	501	–	–	﹤0.01%	334
2018 Q1	$18K	Buy	+501	New	+$19.7K	﹤0.01%	324
2016 Q4	–	Sell	-310	Closed	-$6K	–	1369
2016 Q3	$6K	Buy	+310	New	+$6.4K	﹤0.01%	1193

Other funds holding X

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JNBA Financial Advisors's X Position: Q2 2025 in Review

JNBA Financial Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 154 shares — an estimated $6.51K sold.

JNBA Financial Advisors first reported a position in X in Q3 2016 and held it in 12 quarters. The position peaked at $18K in Q1 2018. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

JNBA Financial Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
JNBA Financial Advisors sold 154 US Steel shares in Q2 2025, an estimated $6.51K.
JNBA Financial Advisors first reported a position in US Steel in Q3 2016 and held it in 12 quarters.
JNBA Financial Advisors's US Steel position peaked at $18K in Q1 2018.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.