LI
X

LRI Investments’s US Steel X Stock Holding History

LRI Investments’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
-500
Closed -$21.1K – 1308
2025
Q1 		$21.1K Hold
500
– – ﹤0.01% 664
2024
Q4 		$17K Buy
500
+160
+47% +$5.91K ﹤0.01% 696
2024
Q3 		$12.4K Hold
340
– – ﹤0.01% 745
2024
Q2 		$12.8K Hold
340
– – ﹤0.01% 702
2024
Q1 		$13.9K Buy
+340
New +$15.6K ﹤0.01% 440

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

LRI Investments's X Position: Q2 2025 in Review

LRI Investments sold out of US Steel (X) in Q2 2025, closing a stake of 500 shares — an estimated $21.1K sold.

LRI Investments first reported a position in X in Q1 2024 and held it in 5 quarters. The position peaked at $21.1K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • LRI Investments reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • LRI Investments sold 500 US Steel shares in Q2 2025, an estimated $21.1K.
  • LRI Investments first reported a position in US Steel in Q1 2024 and held it in 5 quarters.
  • LRI Investments's US Steel position peaked at $21.1K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on LRI Investments's 13F filing for Q2 2025, filed 25 Jul 2025.