Sequoia Financial Advisors’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 |
-10,404
| Closed | -$440K | – | 1608 |
|
|
2025
Q1 | $440K | Buy |
10,404
+68
| +0.7% | +$2.87K | ﹤0.01% | 895 |
|
|
2024
Q4 | $351K | Buy |
+10,336
| New | +$351K | ﹤0.01% | 943 |
|
|
2024
Q2 | – | Sell |
-5,305
| Closed | -$216K | – | 1253 |
|
|
2024
Q1 | $216K | Buy |
5,305
+651
| +14% | +$26.5K | ﹤0.01% | 1017 |
|
|
2023
Q4 | $226K | Buy |
+4,654
| New | +$226K | ﹤0.01% | 1044 |
|