EFG
Everhart Financial Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Sell |
29,832
-3,480
| -10% | -$114K | 0.11% | 122 |
|
|
2025
Q1 | $980K | Buy |
33,312
+1,537
| +5% | +$45.2K | 0.13% | 110 |
|
|
2024
Q4 | $1.03M | Sell |
31,775
-1,534
| -5% | -$49.5K | 0.21% | 97 |
|
|
2024
Q3 | $1.15M | Buy |
33,309
+1,387
| +4% | +$47.9K | 0.25% | 82 |
|
|
2024
Q2 | $1.07M | Buy |
31,922
+1,928
| +6% | +$64.5K | 0.28% | 70 |
|
|
2024
Q1 | $1.11M | Buy |
29,994
+1,972
| +7% | +$73.1K | 0.32% | 61 |
|
|
2023
Q4 | $972K | Sell |
28,022
-99
| -0.4% | -$3.43K | 0.34% | 60 |
|
|
2023
Q3 | $865K | Buy |
28,121
+1,666
| +6% | +$51.2K | 0.37% | 57 |
|
|
2023
Q2 | $902K | Buy |
26,455
+928
| +4% | +$31.6K | 0.37% | 59 |
|
|
2023
Q1 | $764K | Sell |
25,527
-348
| -1% | -$10.4K | 0.34% | 59 |
|
|
2022
Q4 | $802K | Sell |
25,875
-1,998
| -7% | -$61.9K | 0.4% | 52 |
|
|
2022
Q3 | $743K | Buy |
27,873
+5,467
| +24% | +$146K | 0.41% | 45 |
|
|
2022
Q2 | $651K | Sell |
22,406
-1,345
| -6% | -$39.1K | 0.4% | 52 |
|
|
2022
Q1 | $889K | Buy |
23,751
+2,226
| +10% | +$83.3K | 0.51% | 40 |
|
|
2021
Q4 | $809K | Buy |
21,525
+1,071
| +5% | +$40.3K | 0.49% | 42 |
|
|
2021
Q3 | $608K | Buy |
20,454
+72
| +0.4% | +$2.14K | 0.42% | 48 |
|
|
2021
Q2 | $654K | Buy |
20,382
+13,527
| +197% | +$434K | 0.45% | 47 |
|
|
2021
Q1 | $661K | Sell |
6,855
-117
| -2% | -$11.3K | 0.58% | 38 |
|
|
2020
Q4 | $633K | Buy |
+6,972
| New | +$633K | 0.58% | 37 |
|