Mark Sheptoff Financial Planning’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
|
|||||
|
2025
Q1 | $247K | Hold |
|
|||||
|
2024
Q4 | $271K | Hold |
|
|||||
|
2024
Q3 | $290K | Hold |
|
|||||
|
2024
Q2 | $281K | Hold |
|
|||||
|
2024
Q1 | $311K | Hold |
|
|||||
|
2023
Q4 | $291K | Hold |
|
|||||
|
2023
Q3 | $258K | Hold |
|
|||||
|
2023
Q2 | $286K | Sell |
|
|||||
|
2023
Q1 | $295K | Hold |
|
|||||
|
2022
Q4 | $305K | Hold |
|
|||||
|
2022
Q3 | $262K | Buy |
|
|||||
|
2022
Q2 | $257K | Hold |
|
|||||
|
2022
Q1 | $331K | Sell |
|
|||||
|
2021
Q4 | $344K | Buy |
|
|||||
|
2021
Q3 | $228K | Hold |
|
|||||
|
2021
Q2 | $245K | Sell |
|
|||||
|
2021
Q1 | $709K | Hold |
|
|||||
|
2020
Q4 | $667K | Hold |
|
|||||
|
2020
Q3 | $571K | Hold |
|
|||||
|
2020
Q2 | $513K | Hold |
|
|||||
|
2020
Q1 | $421K | Hold |
|
|||||
|
2019
Q4 | $532K | Hold |
|
|||||
|
2019
Q3 | $509K | Sell |
|
|||||
|
2019
Q2 | $576K | Hold |
|
|||||
|
2019
Q1 | $557K | Hold |
|
|||||
|
2018
Q4 | $463K | Hold |
|
|||||
|
2018
Q3 | $552K | Buy |
|
|||||
|
2018
Q2 | $469K | Hold |
|
|||||
|
2018
Q1 | $409K | Hold |
|
|||||
|
2017
Q4 | $404K | Hold |
|
|||||
|
2017
Q3 | $399K | Hold |
|
|||||
|
2017
Q2 | $401K | Sell |
|
|||||
|
2017
Q1 | $389K | Buy |
|
|||||
|
2016
Q4 | $264K | Hold |
|
|||||
|
2016
Q3 | $224K | Hold |
|
|||||
|
2016
Q2 | $192K | Hold |
|
|||||
|
2016
Q1 | $189K | Hold |
|
|||||
|
2015
Q4 | $191K | Sell |
|
|||||
|
2015
Q3 | $225K | Sell |
|
|||||
|
2015
Q2 | $2.05M | Sell |
|
|||||
|
2015
Q1 | $2.12M | Sell |
|
|||||
|
2014
Q4 | $2.35M | Buy |
|
|||||
|
2014
Q3 | $2.04M | Buy |
|
|||||
|
2014
Q2 | $1.91M | Sell |
|
|||||
|
2014
Q1 | $1.84M | Buy |
|