LPL Financial’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 |
-173,364
| Closed | -$7.33M | – | 5704 |
|
|
2025
Q1 | $7.33M | Buy |
173,364
+407
| +0.2% | +$15.4K | ﹤0.01% | 1834 |
|
|
2024
Q4 | $5.88M | Sell |
172,957
-65,505
| -27% | -$2.42M | ﹤0.01% | 1942 |
|
|
2024
Q3 | $8.42M | Buy |
238,462
+36,908
| +18% | +$1.41M | ﹤0.01% | 1602 |
|
|
2024
Q2 | $7.62M | Sell |
201,554
-20,645
| -9% | -$788K | ﹤0.01% | 1538 |
|
|
2024
Q1 | $9.06M | Sell |
222,199
-56,394
| -20% | -$2.58M | ﹤0.01% | 1403 |
|
|
2023
Q4 | $13.6M | Sell |
278,593
-15,327
| -5% | -$557K | 0.01% | 1066 |
|
|
2023
Q3 | $9.55M | Buy |
293,920
+7,315
| +3% | +$205K | 0.01% | 1188 |
|
|
2023
Q2 | $7.17M | Buy |
286,605
+4,918
| +2% | +$114K | 0.01% | 1357 |
|
|
2023
Q1 | $7.35M | Sell |
281,687
-32,018
| -10% | -$890K | 0.01% | 1272 |
|
|
2022
Q4 | $7.86M | Sell |
313,705
-10,555
| -3% | -$243K | 0.01% | 1174 |
|
|
2022
Q3 | $5.88M | Buy |
324,260
+12,146
| +4% | +$260K | 0.01% | 1269 |
|
|
2022
Q2 | $5.59M | Sell |
312,114
-52,748
| -14% | -$1.44M | 0.01% | 1317 |
|
|
2022
Q1 | $13.8M | Sell |
364,862
-11,390
| -3% | -$308K | 0.01% | 824 |
|
|
2021
Q4 | $8.96M | Sell |
376,252
-54,139
| -13% | -$1.28M | 0.01% | 1088 |
|
|
2021
Q3 | $9.46M | Sell |
430,391
-15,517
| -3% | -$388K | 0.01% | 998 |
|
|
2021
Q2 | $10.7M | Buy |
445,908
+85,759
| +24% | +$2.11M | 0.01% | 872 |
|
|
2021
Q1 | $9.43M | Buy |
360,149
+66,070
| +22% | +$1.3M | 0.01% | 858 |
|
|
2020
Q4 | $4.93M | Buy |
294,079
+42,637
| +17% | +$530K | 0.01% | 1132 |
|
|
2020
Q3 | $1.85M | Sell |
251,442
-1,433
| -0.6% | -$10.9K | ﹤0.01% | 1513 |
|
|
2020
Q2 | $1.83M | Sell |
252,875
-34,221
| -12% | -$267K | ﹤0.01% | 1396 |
|
|
2020
Q1 | $1.81M | Buy |
287,096
+38,383
| +15% | +$322K | ﹤0.01% | 1252 |
|
|
2019
Q4 | $2.84M | Buy |
248,713
+47,677
| +24% | +$592K | 0.01% | 1136 |
|
|
2019
Q3 | $2.32M | Sell |
201,036
-14,763
| -7% | -$190K | ﹤0.01% | 1167 |
|
|
2019
Q2 | $3.3M | Sell |
215,799
-10,255
| -5% | -$158K | 0.01% | 969 |
|
|
2019
Q1 | $4.41M | Buy |
226,054
+8,377
| +4% | +$178K | 0.01% | 822 |
|
|
2018
Q4 | $3.97M | Buy |
217,677
+2,678
| +1% | +$67K | 0.01% | 782 |
|
|
2018
Q3 | $6.55M | Buy |
214,999
+8,899
| +4% | +$287K | 0.02% | 628 |
|
|
2018
Q2 | $7.16M | Buy |
206,100
+1,020
| +0.5% | +$36.5K | 0.02% | 576 |
|
|
2018
Q1 | $7.22M | Buy |
205,080
+3,669
| +2% | +$145K | 0.02% | 549 |
|
|
2017
Q4 | $7.09M | Sell |
201,411
-28,721
| -12% | -$835K | 0.02% | 524 |
|
|
2017
Q3 | $5.91M | Buy |
230,132
+53,532
| +30% | +$1.31M | 0.02% | 544 |
|
|
2017
Q2 | $3.91M | Buy |
176,600
+106,487
| +152% | +$2.53M | 0.01% | 645 |
|
|
2017
Q1 | $2.38M | Sell |
70,113
-29,882
| -30% | -$1.06M | 0.02% | 739 |
|
|
2016
Q4 | $3.47M | Buy |
99,995
+23,087
| +30% | +$617K | 0.03% | 551 |
|
|
2016
Q3 | $1.35M | Sell |
76,908
-13,051
| -15% | -$269K | 0.01% | 989 |
|
|
2016
Q2 | $1.61M | Sell |
89,959
-109,556
| -55% | -$1.84M | 0.01% | 875 |
|
|
2016
Q1 | $3.24M | Buy |
199,515
+22,954
| +13% | +$229K | 0.01% | 938 |
|
|
2015
Q4 | $1.45M | Buy |
176,561
+100,786
| +133% | +$991K | ﹤0.01% | 1388 |
|
|
2015
Q3 | $866K | Buy |
75,775
+26,606
| +54% | +$445K | ﹤0.01% | 1339 |
|
|
2015
Q2 | $967K | Sell |
49,169
-10,166
| -17% | -$249K | ﹤0.01% | 1393 |
|
|
2015
Q1 | $1.42M | Sell |
59,335
-7,706
| -11% | -$183K | 0.01% | 1115 |
|
|
2014
Q4 | $1.79M | Sell |
67,041
-849
| -1% | -$28.3K | 0.01% | 950 |
|
|
2014
Q3 | $2.52M | Buy |
67,890
+1,158
| +2% | +$40.6K | 0.02% | 746 |
|
|
2014
Q2 | $1.74M | Buy |
66,732
+37,306
| +127% | +$953K | 0.01% | 976 |
|
|
2014
Q1 | $812K | Sell |
29,426
-17,784
| -38% | -$466K | 0.01% | 1394 |
|
|
2013
Q4 | $1.39M | Buy |
47,210
+9,885
| +26% | +$255K | 0.01% | 1035 |
|
|
2013
Q3 | $834K | Sell |
37,325
-2,987
| -7% | -$56.2K | 0.01% | 1305 |
|
|
2013
Q2 | $707K | Buy |
+40,312
| New | +$713K | 0.01% | 1333 |
|
Other funds holding X
IA
CAWM
SS
HNB