RIA
X

Recurrent Investment Advisors’s US Steel X Stock Holding History

Recurrent Investment 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
-33,176
Closed -$1.4M – 66
2025
Q1 		$1.4M Buy
+33,176
New +$1.26M 0.12% 42

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

Recurrent Investment Advisors's X Position: Q2 2025 in Review

Recurrent Investment Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 33,176 shares — an estimated $1.4M sold.

Recurrent Investment Advisors first reported a position in X in Q1 2025 and held it in 1 quarter. The position peaked at $1.4M in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Recurrent Investment Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Recurrent Investment Advisors sold 33,176 US Steel shares in Q2 2025, an estimated $1.4M.
  • Recurrent Investment Advisors first reported a position in US Steel in Q1 2025 and held it in 1 quarter.
  • Recurrent Investment Advisors's US Steel position peaked at $1.4M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Recurrent Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.