JSW
X

Journey Strategic Wealth’s US Steel X Stock Holding History

Journey Strategic Wealth’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
-8,152
Closed -$345K – 695
2025
Q1 		$345K Buy
8,152
+9
+0.1% +$341 0.01% 302
2024
Q4 		$277K Hold
8,143
– – 0.01% 356
2024
Q3 		$288K Sell
8,143
-150
-2% -$5.71K 0.01% 350
2024
Q2 		$313K Sell
8,293
-121
-1% -$4.62K 0.01% 243
2024
Q1 		$343K Hold
8,414
– – 0.02% 166
2023
Q4 		$409K Sell
8,414
-269
-3% -$9.78K 0.02% 108
2023
Q3 		$282K Sell
8,683
-478
-5% -$13.4K 0.01% 124
2023
Q2 		$229K Sell
9,161
-1,045
-10% -$24.3K 0.01% 152
2023
Q1 		$266K Buy
10,206
+935
+10% +$26K 0.03% 175
2022
Q4 		$232K Sell
9,271
-2,280
-20% -$52.6K 0.03% 181
2022
Q3 		$209K Buy
+11,551
New +$247K 0.03% 150
2022
Q2 		– Sell
-11,395
Closed -$430K – 221
2022
Q1 		$430K Buy
11,395
+495
+5% +$13.4K 0.05% 65
2021
Q4 		$260K Buy
+10,900
New +$257K 0.03% 141

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

Journey Strategic Wealth's X Position: Q2 2025 in Review

Journey Strategic Wealth sold out of US Steel (X) in Q2 2025, closing a stake of 8,152 shares — an estimated $345K sold.

Journey Strategic Wealth first reported a position in X in Q4 2021 and held it in 13 quarters. The position peaked at $430K in Q1 2022. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Journey Strategic Wealth reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 8,152 US Steel shares in Q2 2025, an estimated $345K.
  • Journey Strategic Wealth first reported a position in US Steel in Q4 2021 and held it in 13 quarters.
  • Journey Strategic Wealth's US Steel position peaked at $430K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Journey Strategic Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.