Kingswood Wealth Advisors’s US Steel X Stock Holding History

Kingswood Wealth 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	-20,534	Closed	-$868K	–	797
2025 Q1	$868K	Buy	+20,534	New	+$777K	0.08%	275
2024 Q1	–	Sell	-7,670	Closed	-$373K	–	706
2023 Q4	$373K	Buy	7,670 +1,070	+16%	+$38.9K	0.04%	412
2023 Q3	$214K	Buy	+6,600	New	+$185K	0.04%	382

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

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

Kingswood Wealth Advisors's X Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 20,534 shares — an estimated $868K sold.

Kingswood Wealth Advisors first reported a position in X in Q3 2023 and held it in 3 quarters. The position peaked at $868K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Kingswood Wealth Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 20,534 US Steel shares in Q2 2025, an estimated $868K.
Kingswood Wealth Advisors first reported a position in US Steel in Q3 2023 and held it in 3 quarters.
Kingswood Wealth Advisors's US Steel position peaked at $868K in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.