Sowell Financial Services’s US Steel X Stock Holding History

Sowell Financial Services’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
2024 Q3	–	Sell	-10,542	Closed	-$398K	–	587
2024 Q2	$398K	Buy	+10,542	New	+$402K	0.02%	463
2022 Q3	–	Sell	-15,945	Closed	-$286K	–	458
2022 Q2	$286K	Buy	+15,945	New	+$436K	0.03%	259
2022 Q1	–	Sell	-17,577	Closed	-$419K	–	526
2021 Q4	$419K	Sell	17,577 -1,249	-7%	-$29.4K	0.02%	453
2021 Q3	$414K	Buy	+18,826	New	+$471K	0.03%	418
2021 Q2	–	Sell	-7,552	Closed	-$196K	–	2769
2021 Q1	$196K	Sell	7,552 -18,462	-71%	-$365K	0.01%	1066
2020 Q4	$436K	Sell	26,014 -49,921	-66%	-$621K	0.02%	560
2020 Q3	$557K	Buy	75,935 +2,556	+3%	+$19.4K	0.03%	443
2020 Q2	$530K	Buy	73,379 +4,082	+6%	+$31.9K	0.03%	439
2020 Q1	$437K	Sell	69,297 -29,230	-30%	-$245K	0.03%	427
2019 Q4	$1.12M	Sell	98,527 -13,251	-12%	-$164K	0.09%	236
2019 Q3	$1.29M	Buy	+111,778	New	+$1.44M	0.11%	202
2018 Q4	–	Sell	-7,902	Closed	-$241K	–	541
2018 Q3	$241K	Buy	+7,902	New	+$255K	0.04%	299
2017 Q1	–	Sell	-10,103	Closed	-$398K	–	572
2016 Q4	$398K	Buy	+10,103	New	+$270K	0.13%	133

Other funds holding X

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.3B AUM 13.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return