RIA
X

Regal Investment Advisors’s US Steel X Stock Holding History

Regal 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
-27,680
Closed -$1.17M – 507
2025
Q1 		$1.17M Buy
27,680
+7,055
+34% +$267K 0.09% 199
2024
Q4 		$701K Buy
20,625
+3,100
+18% +$114K 0.05% 275
2024
Q3 		$619K Buy
17,525
+3,600
+26% +$137K 0.04% 313
2024
Q2 		$526K Buy
13,925
+825
+6% +$31.5K 0.03% 342
2024
Q1 		$534K Buy
13,100
+1,100
+9% +$50.3K 0.04% 346
2023
Q4 		$584K Sell
12,000
-155
-1% -$5.64K 0.04% 300
2023
Q3 		$395K Sell
12,155
-101
-0.8% -$2.83K 0.03% 335
2023
Q2 		$307K Buy
12,256
+155
+1% +$3.61K 0.03% 391
2023
Q1 		$316K Hold
12,101
– – 0.03% 379
2022
Q4 		$303K Buy
12,101
+261
+2% +$6.02K 0.03% 374
2022
Q3 		$215K Sell
11,840
-375
-3% -$8.02K 0.02% 430
2022
Q2 		$219K Buy
12,215
+375
+3% +$10.3K 0.02% 440
2022
Q1 		$447K Buy
11,840
+2,100
+22% +$56.8K 0.04% 333
2021
Q4 		$232K Sell
9,740
-2,795
-22% -$65.9K 0.02% 492
2021
Q3 		$275K Sell
12,535
-9,889
-44% -$247K 0.03% 441
2021
Q2 		$538K Buy
+22,424
New +$552K 0.05% 320
2021
Q1 		– Sell
-32,103
Closed -$538K – 442
2020
Q4 		$538K Buy
+32,103
New +$399K 0.06% 274
2020
Q3 		– Sell
-31,195
Closed -$225K – 309
2020
Q2 		$225K Buy
+31,195
New +$243K 0.04% 290
2020
Q1 		– Sell
-18,417
Closed -$210K – 318
2019
Q4 		$210K Sell
18,417
-400
-2% -$4.96K 0.04% 312
2019
Q3 		$217K Buy
18,817
+1,810
+11% +$23.3K 0.04% 286
2019
Q2 		$260K Sell
17,007
-242
-1% -$3.73K 0.05% 268
2019
Q1 		$336K Sell
17,249
-2,513
-13% -$53.5K 0.07% 231
2018
Q4 		$360K Buy
19,762
+2,106
+12% +$52.7K 0.08% 215
2018
Q3 		$538K Sell
17,656
-6,316
-26% -$204K 0.11% 185
2018
Q2 		$833K Sell
23,972
-76
-0.3% -$2.72K 0.25% 124
2018
Q1 		$846K Sell
24,048
-698
-3% -$27.5K 0.19% 138
2017
Q4 		$871K Buy
24,746
+4
+0% +$116 0.19% 130
2017
Q3 		$635K Buy
24,742
+574
+2% +$14K 0.15% 155
2017
Q2 		$535K Buy
24,168
+5,460
+29% +$130K 0.13% 159
2017
Q1 		$633K Buy
18,708
+2,253
+14% +$80.1K 0.17% 148
2016
Q4 		$543K Sell
16,455
-2,017
-11% -$53.9K 0.15% 154
2016
Q3 		$348K Sell
18,472
-3,259
-15% -$67.3K 0.1% 189
2016
Q2 		$366K Sell
21,731
-293
-1% -$4.92K 0.1% 181
2016
Q1 		$353K Buy
22,024
+510
+2% +$5.08K 0.1% 181
2015
Q4 		$171K Buy
21,514
+10,369
+93% +$102K 0.04% 254
2015
Q3 		$116K Buy
11,145
+1,254
+13% +$21K 0.03% 323
2015
Q2 		$203K Buy
9,891
+121
+1% +$2.97K 0.05% 249
2015
Q1 		$238K Buy
9,770
+1,352
+16% +$32.1K 0.06% 228
2014
Q4 		$225K Sell
8,418
-47
-0.6% -$1.57K 0.06% 211
2014
Q3 		$332K Buy
8,465
+7
+0.1% +$245 0.1% 178
2014
Q2 		$220K Buy
8,458
+911
+12% +$23.3K 0.08% 195
2014
Q1 		$208K Buy
+7,547
New +$198K 0.09% 177
2013
Q4 		– Sell
-9,528
Closed -$196K – 970
2013
Q3 		$196K Buy
9,528
+14
+0.1% +$264 0.11% 164
2013
Q2 		$167K Buy
+9,514
New +$168K 0.09% 172

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

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

Regal Investment Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 27,680 shares — an estimated $1.17M sold.

Regal Investment Advisors first reported a position in X in Q2 2013 and held it in 44 quarters. The position peaked at $1.17M in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Regal Investment Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 27,680 US Steel shares in Q2 2025, an estimated $1.17M.
  • Regal Investment Advisors first reported a position in US Steel in Q2 2013 and held it in 44 quarters.
  • Regal Investment Advisors's US Steel position peaked at $1.17M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Regal Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.