NECFA
X

New England Capital Financial Advisors’s US Steel X Stock Holding History

New England Capital Financial 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
-100
Closed -$4.23K – 429
2025
Q1 		$4.23K Hold
100
– – ﹤0.01% 283
2024
Q4 		$3.4K Hold
100
– – ﹤0.01% 300
2024
Q3 		$3.53K Hold
100
– – ﹤0.01% 289
2024
Q2 		$3.78K Buy
+100
New +$3.82K ﹤0.01% 288

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 $202B AUM 37.79% 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

New England Capital Financial Advisors's X Position: Q2 2025 in Review

New England Capital Financial Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 100 shares — an estimated $4.23K sold.

New England Capital Financial Advisors first reported a position in X in Q2 2024 and held it in 4 quarters. The position peaked at $4.23K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • New England Capital Financial Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 100 US Steel shares in Q2 2025, an estimated $4.23K.
  • New England Capital Financial Advisors first reported a position in US Steel in Q2 2024 and held it in 4 quarters.
  • New England Capital Financial Advisors's US Steel position peaked at $4.23K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on New England Capital Financial Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.