Steward Partners Investment Advisory’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 |
-1,113
| Closed | -$47K | – | 4257 |
|
|
2025
Q1 | $47K | Buy |
1,113
+394
| +55% | +$16.6K | ﹤0.01% | 2415 |
|
|
2024
Q4 | $24.5K | Hold |
719
| – | – | ﹤0.01% | 2686 |
|
|
2024
Q3 | $25.4K | Hold |
719
| – | – | ﹤0.01% | 2557 |
|
|
2024
Q2 | $27.2K | Buy |
719
+101
| +16% | +$3.82K | ﹤0.01% | 2391 |
|
|
2024
Q1 | $25.2K | Hold |
618
| – | – | ﹤0.01% | 2422 |
|
|
2023
Q4 | $30.1K | Buy |
618
+314
| +103% | +$15.3K | ﹤0.01% | 2204 |
|
|
2023
Q3 | $9.88K | Buy |
304
+101
| +50% | +$3.28K | ﹤0.01% | 2605 |
|
|
2023
Q2 | $5.08K | Hold |
203
| – | – | ﹤0.01% | 2783 |
|
|
2023
Q1 | $5.3K | Sell |
203
-208
| -51% | -$5.44K | ﹤0.01% | 2774 |
|
|
2022
Q4 | $10.3K | Buy |
411
+200
| +95% | +$5.01K | ﹤0.01% | 2530 |
|
|
2022
Q3 | $4K | Hold |
211
| – | – | ﹤0.01% | 2887 |
|
|
2022
Q2 | $4K | Sell |
211
-144,424
| -100% | -$2.74M | ﹤0.01% | 2876 |
|
|
2022
Q1 | $5.46M | Buy |
144,635
+144,229
| +35,524% | +$5.44M | 0.08% | 243 |
|
|
2021
Q4 | $10K | Sell |
406
-1,176
| -74% | -$29K | ﹤0.01% | 2616 |
|
|
2021
Q3 | $35K | Buy |
1,582
+176
| +13% | +$3.89K | ﹤0.01% | 2059 |
|
|
2021
Q2 | $34K | Sell |
1,406
-1,250
| -47% | -$30.2K | ﹤0.01% | 4001 |
|
|
2021
Q1 | $69.5K | Buy |
2,656
+2,254
| +561% | +$59K | ﹤0.01% | 1817 |
|
|
2020
Q4 | $7K | Sell |
402
-215
| -35% | -$3.74K | ﹤0.01% | 2434 |
|
|
2020
Q3 | $5K | Sell |
617
-1,157
| -65% | -$9.38K | ﹤0.01% | 2395 |
|
|
2020
Q2 | $13K | Buy |
1,774
+1,125
| +173% | +$8.24K | ﹤0.01% | 1943 |
|
|
2020
Q1 | $4K | Buy |
649
+227
| +54% | +$1.4K | ﹤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 | +$6K | ﹤0.01% | 2182 |
|
|
2018
Q4 | – | Sell |
-428
| Closed | -$13K | – | 2187 |
|
|
2018
Q3 | $13K | Sell |
428
-380
| -47% | -$11.5K | ﹤0.01% | 1780 |
|
|
2018
Q2 | $28K | Buy |
808
+385
| +91% | +$13.3K | ﹤0.01% | 1336 |
|
|
2018
Q1 | $14K | Buy |
423
+190
| +82% | +$6.29K | ﹤0.01% | 1474 |
|
|
2017
Q4 | $8K | Hold |
233
| – | – | ﹤0.01% | 1413 |
|
|
2017
Q3 | $5K | Sell |
233
-200
| -46% | -$4.29K | ﹤0.01% | 1313 |
|
|
2017
Q2 | $9K | Buy |
433
+200
| +86% | +$4.16K | ﹤0.01% | 1085 |
|
|
2017
Q1 | $7K | Buy |
+233
| New | +$7K | ﹤0.01% | 1049 |
|