Nikulski Financial’s US Steel X Stock Holding History

Nikulski Financial’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	-6,750	Closed	-$285K	–	152
2025 Q1	$285K	Hold	6,750	–	–	0.09%	115
2024 Q4	$229K	Hold	6,750	–	–	0.07%	128
2024 Q3	$238K	Sell	6,750 -175	-3%	-$6.66K	0.07%	119
2024 Q2	$262K	Hold	6,925	–	–	0.08%	110
2024 Q1	$282K	Sell	6,925 -500	-7%	-$22.9K	0.09%	110
2023 Q4	$361K	Hold	7,425	–	–	0.13%	103
2023 Q3	$241K	Buy	+7,425	New	+$208K	0.1%	113
2022 Q2	–	Sell	-7,925	Closed	-$299K	–	134
2022 Q1	$299K	Buy	+7,925	New	+$214K	0.13%	103

Other funds holding X

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Nikulski Financial's X Position: Q2 2025 in Review

Nikulski Financial sold out of US Steel (X) in Q2 2025, closing a stake of 6,750 shares — an estimated $285K sold.

Nikulski Financial first reported a position in X in Q1 2022 and held it in 8 quarters. The position peaked at $361K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Nikulski Financial reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Nikulski Financial sold 6,750 US Steel shares in Q2 2025, an estimated $285K.
Nikulski Financial first reported a position in US Steel in Q1 2022 and held it in 8 quarters.
Nikulski Financial's US Steel position peaked at $361K in Q4 2023.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Nikulski Financial's 13F filing for Q2 2025, filed 15 Aug 2025.