Kestra Advisory Services’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
Q2 | – | Sell |
-84,972
| Closed | -$3.59M | – | 3002 |
|
|
2025
Q1 | $3.59M | Buy |
84,972
+243
| +0.3% | +$9.19K | 0.02% | 719 |
|
|
2024
Q4 | $2.88M | Buy |
84,729
+423
| +0.5% | +$15.6K | 0.02% | 819 |
|
|
2024
Q3 | $2.98M | Buy |
84,306
+47,541
| +129% | +$1.81M | 0.02% | 774 |
|
|
2024
Q2 | $1.33M | Buy |
36,765
+3,116
| +9% | +$119K | 0.01% | 1165 |
|
|
2024
Q1 | $1.37M | Sell |
33,649
-19,306
| -36% | -$883K | 0.01% | 1049 |
|
|
2023
Q4 | $2.58M | Sell |
52,955
-22,508
| -30% | -$818K | 0.02% | 686 |
|
|
2023
Q3 | $2.45M | Buy |
75,463
+24,990
| +50% | +$701K | 0.02% | 620 |
|
|
2023
Q2 | $1.26M | Buy |
50,473
+5,880
| +13% | +$137K | 0.01% | 868 |
|
|
2023
Q1 | $1.16M | Buy |
44,593
+6,863
| +18% | +$191K | 0.01% | 868 |
|
|
2022
Q4 | $945K | Sell |
37,730
-3,264
| -8% | -$75.3K | 0.01% | 1076 |
|
|
2022
Q3 | $743K | Buy |
40,994
+300
| +0.7% | +$6.41K | 0.01% | 1110 |
|
|
2022
Q2 | $729K | Buy |
40,694
+2,011
| +5% | +$55K | 0.01% | 1118 |
|
|
2022
Q1 | $1.46M | Buy |
38,683
+2,131
| +6% | +$57.7K | 0.02% | 796 |
|
|
2021
Q4 | $870K | Buy |
36,552
+214
| +0.6% | +$5.04K | 0.01% | 1047 |
|
|
2021
Q3 | $798K | Buy |
36,338
+2,634
| +8% | +$65.9K | 0.01% | 1136 |
|
|
2021
Q2 | $809K | Buy |
33,704
+615
| +2% | +$15.1K | 0.01% | 1047 |
|
|
2021
Q1 | $866K | Buy |
33,089
+2,162
| +7% | +$42.7K | 0.01% | 942 |
|
|
2020
Q4 | $521K | Sell |
30,927
-12,563
| -29% | -$156K | 0.01% | 1186 |
|
|
2020
Q3 | $319K | Buy |
+43,490
| New | +$329K | 0.01% | 1086 |
|
Other funds holding X
IA
CAWM
SS
HNB