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
-75,600
Closed -$3.19M – 1476
2025
Q1 		$3.19M Sell
75,600
-433,400
-85% -$16.4M 0.5% 25
2024
Q4 		$17.3M Buy
509,000
+217,600
+75% +$8.03M 3.57% 4
2024
Q3 		$10.3M Sell
291,400
-38,600
-12% -$1.47M 2.72% 10
2024
Q2 		$12.5M Sell
330,000
-159,200
-33% -$6.07M 2.36% 12
2024
Q1 		$19.9M Buy
489,200
+474,200
+3,161% +$21.7M 3.28% 8
2023
Q4 		$730K Buy
+15,000
New +$545K 0.07% 162
2021
Q1 		– Sell
-270
Closed -$453K – 805
2020
Q4 		$453K Buy
+270
New +$3.36K 0.04% 372
2020
Q3 		– Sell
-100
Closed -$72K – 518
2020
Q2 		$72K Buy
+100
New +$780 0.01% 407
2019
Q4 		– Sell
-200
Closed -$231K – 535
2019
Q3 		$231K Buy
+200
New +$2.58K 0.02% 289

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