Berger Financial Group’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,174
| Closed | -$213K | – | 413 |
|
|
2024
Q3 | $213K | Buy |
6,174
+62
| +1% | +$2.14K | 0.02% | 373 |
|
|
2024
Q2 | $204K | Sell |
6,112
-99
| -2% | -$3.31K | 0.02% | 357 |
|
|
2024
Q1 | $230K | Sell |
6,211
-366
| -6% | -$13.6K | 0.02% | 327 |
|
|
2023
Q4 | $228K | Sell |
6,577
-468
| -7% | -$16.2K | 0.02% | 280 |
|
|
2023
Q3 | $217K | Sell |
7,045
-1,183
| -14% | -$36.4K | 0.02% | 260 |
|
|
2023
Q2 | $281K | Sell |
8,228
-347
| -4% | -$11.8K | 0.03% | 222 |
|
|
2023
Q1 | $257K | Sell |
8,575
-342
| -4% | -$10.2K | 0.03% | 230 |
|
|
2022
Q4 | $276K | Sell |
8,917
-357
| -4% | -$11.1K | 0.04% | 209 |
|
|
2022
Q3 | $247K | Sell |
9,274
-385
| -4% | -$10.3K | 0.04% | 208 |
|
|
2022
Q2 | $281K | Sell |
9,659
-619
| -6% | -$18K | 0.04% | 192 |
|
|
2022
Q1 | $385K | Sell |
10,278
-841
| -8% | -$31.5K | 0.05% | 174 |
|
|
2021
Q4 | $418K | Buy |
+11,119
| New | +$418K | 0.06% | 169 |
|