SPIA
X

Steward Partners Investment Advisory’s US Steel X Stock Holding History

Steward Partners Investment Advisory’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
-1,113
Closed -$47K – 4257
2025
Q1 		$47K Buy
1,113
+394
+55% +$14.9K ﹤0.01% 2415
2024
Q4 		$24.4K Hold
719
– – ﹤0.01% 2686
2024
Q3 		$25.4K Hold
719
– – ﹤0.01% 2557
2024
Q2 		$27.2K Buy
719
+101
+16% +$3.85K ﹤0.01% 2391
2024
Q1 		$25.2K Hold
618
– – ﹤0.01% 2422
2023
Q4 		$30.1K Buy
618
+314
+103% +$11.4K ﹤0.01% 2204
2023
Q3 		$9.88K Buy
304
+101
+50% +$2.83K ﹤0.01% 2605
2023
Q2 		$5.08K Hold
203
– – ﹤0.01% 2783
2023
Q1 		$5.3K Sell
203
-208
-51% -$5.78K ﹤0.01% 2774
2022
Q4 		$10.3K Buy
411
+200
+95% +$4.61K ﹤0.01% 2530
2022
Q3 		$4K Hold
211
– – ﹤0.01% 2887
2022
Q2 		$4K Sell
211
-144,424
-100% -$3.95M ﹤0.01% 2876
2022
Q1 		$5.46M Buy
144,635
+144,229
+35,524% +$3.9M 0.08% 243
2021
Q4 		$10K Sell
406
-1,176
-74% -$27.7K ﹤0.01% 2616
2021
Q3 		$35K Buy
1,582
+176
+13% +$4.4K ﹤0.01% 2059
2021
Q2 		$34K Sell
1,406
-1,250
-47% -$30.8K ﹤0.01% 4003
2021
Q1 		$69.5K Buy
2,656
+2,254
+561% +$44.5K ﹤0.01% 1817
2020
Q4 		$7K Sell
402
-215
-35% -$2.67K ﹤0.01% 2434
2020
Q3 		$5K Sell
617
-1,157
-65% -$8.77K ﹤0.01% 2395
2020
Q2 		$13K Buy
1,774
+1,125
+173% +$8.78K ﹤0.01% 1943
2020
Q1 		$4K Buy
649
+227
+54% +$1.9K ﹤0.01% 2169
2019
Q4 		$4K Hold
422
– – ﹤0.01% 2321
2019
Q3 		$4K Hold
422
– – ﹤0.01% 2324
2019
Q2 		$6K Buy
+422
New +$6.5K ﹤0.01% 2182
2018
Q4 		– Sell
-428
Closed -$13K – 2185
2018
Q3 		$13K Sell
428
-380
-47% -$12.3K ﹤0.01% 1780
2018
Q2 		$28K Buy
808
+385
+91% +$13.8K ﹤0.01% 1336
2018
Q1 		$14K Buy
423
+190
+82% +$7.49K ﹤0.01% 1474
2017
Q4 		$8K Hold
233
– – ﹤0.01% 1413
2017
Q3 		$5K Sell
233
-200
-46% -$4.89K ﹤0.01% 1313
2017
Q2 		$9K Buy
433
+200
+86% +$4.74K ﹤0.01% 1085
2017
Q1 		$7K Buy
+233
New +$8.28K ﹤0.01% 1049

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

Steward Partners Investment Advisory's X Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of US Steel (X) in Q2 2025, closing a stake of 1,113 shares — an estimated $47K sold.

Steward Partners Investment Advisory first reported a position in X in Q1 2017 and held it in 31 quarters. The position peaked at $5.46M in Q1 2022. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,113 US Steel shares in Q2 2025, an estimated $47K.
  • Steward Partners Investment Advisory first reported a position in US Steel in Q1 2017 and held it in 31 quarters.
  • Steward Partners Investment Advisory's US Steel position peaked at $5.46M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.