SSG
X

Summit Securities Group’s US Steel X Stock Holding History

Summit Securities Group’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
-304,700
Closed -$12.9M – 1475
2025
Q1 		$12.9M Sell
304,700
-13,000
-4% -$492K 2.02% 4
2024
Q4 		$10.8M Buy
317,700
+50,600
+19% +$1.87M 2.23% 8
2024
Q3 		$9.44M Buy
267,100
+113,600
+74% +$4.33M 2.49% 12
2024
Q2 		$5.8M Sell
153,500
-64,400
-30% -$2.46M 1.1% 19
2024
Q1 		$8.89M Buy
217,900
+202,900
+1,353% +$9.28M 1.46% 12
2023
Q4 		$730K Buy
+15,000
New +$545K 0.07% 161
2021
Q1 		– Sell
-270
Closed -$453K – 804
2020
Q4 		$453K Buy
+270
New +$3.36K 0.04% 371
2020
Q3 		– Sell
-100
Closed -$72K – 517
2020
Q2 		$72K Buy
+100
New +$780 0.01% 406
2019
Q4 		– Sell
-200
Closed -$231K – 534
2019
Q3 		$231K Buy
+200
New +$2.58K 0.02% 288

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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