MSFP
Mark Sheptoff Financial Planning’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
8,400
| – | – | 0.15% | 84 |
|
|
2025
Q1 | $247K | Hold |
8,400
| – | – | 0.14% | 81 |
|
|
2024
Q4 | $271K | Hold |
8,400
| – | – | 0.15% | 78 |
|
|
2024
Q3 | $290K | Hold |
8,400
| – | – | 0.15% | 80 |
|
|
2024
Q2 | $281K | Hold |
8,400
| – | – | 0.16% | 77 |
|
|
2024
Q1 | $311K | Hold |
8,400
| – | – | 0.17% | 72 |
|
|
2023
Q4 | $291K | Hold |
8,400
| – | – | 0.18% | 72 |
|
|
2023
Q3 | $258K | Hold |
8,400
| – | – | 0.17% | 71 |
|
|
2023
Q2 | $286K | Sell |
8,400
-1,440
| -15% | -$49.1K | 0.16% | 77 |
|
|
2023
Q1 | $295K | Hold |
9,840
| – | – | 0.17% | 80 |
|
|
2022
Q4 | $305K | Hold |
9,840
| – | – | 0.18% | 76 |
|
|
2022
Q3 | $262K | Buy |
9,840
+990
| +11% | +$26.4K | 0.16% | 77 |
|
|
2022
Q2 | $257K | Hold |
8,850
| – | – | 0.15% | 82 |
|
|
2022
Q1 | $331K | Sell |
8,850
-301
| -3% | -$11.3K | 0.17% | 82 |
|
|
2021
Q4 | $344K | Buy |
9,151
+1,501
| +20% | +$56.4K | 0.16% | 79 |
|
|
2021
Q3 | $228K | Hold |
7,650
| – | – | 0.13% | 99 |
|
|
2021
Q2 | $245K | Buy |
7,650
+300
| +4% | +$9.61K | 0.13% | 92 |
|
|
2021
Q1 | $709K | Hold |
7,350
| – | – | 0.41% | 49 |
|
|
2020
Q4 | $667K | Hold |
7,350
| – | – | 0.38% | 52 |
|
|
2020
Q3 | $571K | Hold |
7,350
| – | – | 0.35% | 49 |
|
|
2020
Q2 | $513K | Hold |
7,350
| – | – | 0.33% | 49 |
|
|
2020
Q1 | $421K | Hold |
7,350
| – | – | 0.32% | 50 |
|
|
2019
Q4 | $532K | Hold |
7,350
| – | – | 0.33% | 56 |
|
|
2019
Q3 | $509K | Sell |
7,350
-100
| -1% | -$6.93K | 0.34% | 53 |
|
|
2019
Q2 | $576K | Hold |
7,450
| – | – | 0.39% | 51 |
|
|
2019
Q1 | $557K | Hold |
7,450
| – | – | 0.4% | 50 |
|
|
2018
Q4 | $463K | Hold |
7,450
| – | – | 0.38% | 49 |
|
|
2018
Q3 | $552K | Buy |
7,450
+100
| +1% | +$7.41K | 0.38% | 57 |
|
|
2018
Q2 | $469K | Hold |
7,350
| – | – | 0.35% | 65 |
|
|
2018
Q1 | $409K | Hold |
7,350
| – | – | 0.28% | 76 |
|
|
2017
Q4 | $404K | Hold |
7,350
| – | – | 0.26% | 77 |
|
|
2017
Q3 | $399K | Hold |
7,350
| – | – | 0.27% | 75 |
|
|
2017
Q2 | $401K | Sell |
7,350
-1,001
| -12% | -$54.6K | 0.28% | 72 |
|
|
2017
Q1 | $389K | Buy |
8,351
+1,001
| +14% | +$46.6K | 0.28% | 74 |
|
|
2016
Q4 | $264K | Hold |
7,350
| – | – | 0.2% | 86 |
|
|
2016
Q3 | $224K | Hold |
7,350
| – | – | 0.17% | 93 |
|
|
2016
Q2 | $192K | Hold |
7,350
| – | – | 0.14% | 93 |
|
|
2016
Q1 | $189K | Hold |
7,350
| – | – | 0.15% | 86 |
|
|
2015
Q4 | $191K | Sell |
7,350
-1,000
| -12% | -$26K | 0.15% | 94 |
|
|
2015
Q3 | $225K | Sell |
8,350
-54,526
| -87% | -$1.47M | 0.2% | 84 |
|
|
2015
Q2 | $2.05M | Sell |
62,876
-1,190
| -2% | -$38.9K | 1.66% | 16 |
|
|
2015
Q1 | $2.12M | Sell |
64,066
-692
| -1% | -$22.9K | 1.77% | 13 |
|
|
2014
Q4 | $2.35M | Buy |
64,758
+1,208
| +2% | +$43.8K | 2.07% | 13 |
|
|
2014
Q3 | $2.04M | Buy |
63,550
+1,509
| +2% | +$48.4K | 1.8% | 12 |
|
|
2014
Q2 | $1.91M | Sell |
62,041
-1,491
| -2% | -$45.9K | 1.63% | 14 |
|
|
2014
Q1 | $1.84M | Buy |
+63,532
| New | +$1.84M | 1.63% | 15 |
|