CFP
Cascade Financial Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Hold |
29,630
| – | – | 0.12% | 111 |
|
|
2025
Q1 | $872K | Sell |
29,630
-1,780
| -6% | -$52.4K | 0.11% | 111 |
|
|
2024
Q4 | $1.01M | Sell |
31,410
-3,000
| -9% | -$96.8K | 0.13% | 99 |
|
|
2024
Q3 | $1.16M | Hold |
34,410
| – | – | 0.15% | 93 |
|
|
2024
Q2 | $1.15M | Hold |
34,410
| – | – | 0.15% | 89 |
|
|
2024
Q1 | $1.22M | Buy |
+34,410
| New | +$1.22M | 0.18% | 85 |
|