EverSource Wealth Advisors’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $342K | Sell |
10,467
-2,157
| -17% | -$70.4K | 0.02% | 606 |
|
2025
Q1 | $372K | Buy |
12,624
+428
| +4% | +$12.6K | 0.02% | 448 |
|
2024
Q4 | $394K | Buy |
12,196
+1,705
| +16% | +$55K | 0.02% | 429 |
|
2024
Q3 | $362K | Buy |
10,491
+270
| +3% | +$9.32K | 0.02% | 395 |
|
2024
Q2 | $359K | Sell |
10,221
-210
| -2% | -$7.37K | 0.02% | 386 |
|
2024
Q1 | $347K | Buy |
10,431
+2,619
| +34% | +$87K | 0.03% | 346 |
|
2023
Q4 | $271K | Buy |
7,812
+244
| +3% | +$8.46K | 0.02% | 364 |
|
2023
Q3 | $233K | Buy |
7,568
+101
| +1% | +$3.11K | 0.02% | 362 |
|
2023
Q2 | $255K | Sell |
7,467
-460
| -6% | -$15.7K | 0.03% | 345 |
|
2023
Q1 | $237K | Sell |
7,927
-210
| -3% | -$6.29K | 0.03% | 346 |
|
2022
Q4 | $252K | Sell |
8,137
-2,351
| -22% | -$72.8K | 0.04% | 317 |
|
2022
Q3 | $279K | Sell |
10,488
-275
| -3% | -$7.32K | 0.06% | 248 |
|
2022
Q2 | $312K | Buy |
10,763
+2,991
| +38% | +$86.7K | 0.08% | 205 |
|
2022
Q1 | $292K | Buy |
7,772
+5,301
| +215% | +$199K | 0.07% | 213 |
|
2021
Q4 | $93K | Buy |
+2,471
| New | +$93K | 0.03% | 316 |
|