Sowell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,542
| Closed | -$398K | – | 587 |
|
|
2024
Q2 | $398K | Buy |
+10,542
| New | +$398K | 0.02% | 463 |
|
|
2022
Q3 | – | Sell |
-15,945
| Closed | -$286K | – | 458 |
|
|
2022
Q2 | $286K | Buy |
+15,945
| New | +$286K | 0.03% | 259 |
|
|
2022
Q1 | – | Sell |
-17,577
| Closed | -$419K | – | 526 |
|
|
2021
Q4 | $419K | Sell |
17,577
-1,249
| -7% | -$29.8K | 0.02% | 453 |
|
|
2021
Q3 | $414K | Buy |
+18,826
| New | +$414K | 0.03% | 418 |
|
|
2021
Q2 | – | Sell |
-7,552
| Closed | -$196K | – | 2770 |
|
|
2021
Q1 | $196K | Sell |
7,552
-18,462
| -71% | -$479K | 0.01% | 1066 |
|
|
2020
Q4 | $436K | Sell |
26,014
-49,921
| -66% | -$837K | 0.02% | 560 |
|
|
2020
Q3 | $557K | Buy |
75,935
+2,556
| +3% | +$18.7K | 0.03% | 443 |
|
|
2020
Q2 | $530K | Buy |
73,379
+4,082
| +6% | +$29.5K | 0.03% | 439 |
|
|
2020
Q1 | $437K | Sell |
69,297
-29,230
| -30% | -$184K | 0.03% | 427 |
|
|
2019
Q4 | $1.12M | Sell |
98,527
-13,251
| -12% | -$151K | 0.09% | 236 |
|
|
2019
Q3 | $1.29M | Buy |
+111,778
| New | +$1.29M | 0.11% | 202 |
|
|
2018
Q4 | – | Sell |
-7,902
| Closed | -$241K | – | 541 |
|
|
2018
Q3 | $241K | Buy |
+7,902
| New | +$241K | 0.04% | 299 |
|
|
2017
Q1 | – | Sell |
-10,103
| Closed | -$398K | – | 573 |
|
|
2016
Q4 | $398K | Buy |
+10,103
| New | +$398K | 0.13% | 133 |
|