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