HFP
Holistic Financial Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
7,552
-188
| -2% | -$6.13K | 0.11% | 106 |
|
|
2025
Q1 | $228K | Sell |
7,740
-571
| -7% | -$16.8K | 0.11% | 106 |
|
|
2024
Q4 | $268K | Buy |
8,311
+122
| +1% | +$3.94K | 0.13% | 95 |
|
|
2024
Q3 | $283K | Buy |
8,189
+724
| +10% | +$25K | 0.14% | 88 |
|
|
2024
Q2 | $250K | Buy |
7,465
+402
| +6% | +$13.4K | 0.13% | 95 |
|
|
2024
Q1 | $262K | Sell |
7,063
-890
| -11% | -$33K | 0.13% | 95 |
|
|
2023
Q4 | $276K | Buy |
7,953
+257
| +3% | +$8.91K | 0.17% | 81 |
|
|
2023
Q3 | $237K | Hold |
7,696
| – | – | 0.16% | 87 |
|
|
2023
Q2 | $262K | Sell |
7,696
-5,346
| -41% | -$182K | 0.18% | 76 |
|
|
2023
Q1 | $390K | Buy |
13,042
+928
| +8% | +$27.8K | 0.31% | 51 |
|
|
2022
Q4 | $375K | Buy |
+12,114
| New | +$375K | 0.34% | 48 |
|
|
2022
Q2 | – | Sell |
-5,388
| Closed | -$202K | – | 99 |
|
|
2022
Q1 | $202K | Hold |
5,388
| – | – | 0.13% | 108 |
|
|
2021
Q4 | $203K | Buy |
+5,388
| New | +$203K | 0.12% | 110 |
|
|
2018
Q2 | – | Sell |
-2,145
| Closed | -$119K | – | 107 |
|
|
2018
Q1 | $119K | Buy |
2,145
+265
| +14% | +$14.7K | 0.1% | 97 |
|
|
2017
Q4 | $103K | Buy |
+1,880
| New | +$103K | 0.08% | 112 |
|