Prospera Financial Services’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,881
| Closed | -$291K | – | 1354 |
|
|
2025
Q1 | $291K | Sell |
6,881
-771
| -10% | -$32.6K | 0.01% | 1000 |
|
|
2024
Q4 | $260K | Sell |
7,652
-25
| -0.3% | -$850 | 0.01% | 984 |
|
|
2024
Q3 | $271K | Sell |
7,677
-3,765
| -33% | -$133K | 0.01% | 955 |
|
|
2024
Q2 | $433K | Sell |
11,442
-1,474
| -11% | -$55.7K | 0.01% | 762 |
|
|
2024
Q1 | $527K | Sell |
12,916
-722
| -5% | -$29.4K | 0.02% | 695 |
|
|
2023
Q4 | $663K | Buy |
13,638
+5,312
| +64% | +$258K | 0.02% | 571 |
|
|
2023
Q3 | $270K | Buy |
+8,326
| New | +$270K | 0.01% | 843 |
|
|
2022
Q3 | – | Sell |
-8,110
| Closed | -$145K | – | 1600 |
|
|
2022
Q2 | $145K | Buy |
8,110
+3,610
| +80% | +$64.5K | 0.01% | 810 |
|
|
2022
Q1 | $170K | Buy |
+4,500
| New | +$170K | 0.01% | 931 |
|
|
2021
Q4 | – | Sell |
-12,880
| Closed | -$283K | – | 910 |
|
|
2021
Q3 | $283K | Buy |
+12,880
| New | +$283K | 0.01% | 676 |
|
|
2021
Q2 | – | Sell |
-9,825
| Closed | -$257K | – | 830 |
|
|
2021
Q1 | $257K | Buy |
+9,825
| New | +$257K | 0.02% | 663 |
|
|
2020
Q4 | – | Sell |
-343
| Closed | -$3K | – | 1595 |
|
|
2020
Q3 | $3K | Buy |
+343
| New | +$3K | ﹤0.01% | 1420 |
|