SPWG
Sage Private Wealth Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
7,071
-1,950
| -22% | -$63.6K | 0.15% | 81 |
|
|
2025
Q1 | $265K | Hold |
9,021
| – | – | 0.2% | 74 |
|
|
2024
Q4 | $291K | Hold |
9,021
| – | – | 0.22% | 69 |
|
|
2024
Q3 | $311K | Sell |
9,021
-2,052
| -19% | -$70.9K | 0.25% | 70 |
|
|
2024
Q2 | $370K | Sell |
11,073
-157
| -1% | -$5.25K | 0.31% | 49 |
|
|
2024
Q1 | $416K | Sell |
11,230
-140
| -1% | -$5.19K | 0.33% | 42 |
|
|
2023
Q4 | $394K | Buy |
11,370
+2,227
| +24% | +$77.2K | 0.35% | 38 |
|
|
2023
Q3 | $281K | Buy |
9,143
+23
| +0.3% | +$707 | 0.39% | 37 |
|
|
2023
Q2 | $311K | Hold |
9,120
| – | – | 0.42% | 32 |
|
|
2023
Q1 | $273K | Hold |
9,120
| – | – | 0.31% | 37 |
|
|
2022
Q4 | $283K | Hold |
9,120
| – | – | 0.34% | 36 |
|
|
2022
Q3 | $243K | Hold |
9,120
| – | – | 0.32% | 41 |
|
|
2022
Q2 | $265K | Hold |
9,120
| – | – | 0.38% | 40 |
|
|
2022
Q1 | $342K | Hold |
9,120
| – | – | 0.33% | 34 |
|
|
2021
Q4 | $342K | Hold |
9,120
| – | – | 0.43% | 29 |
|
|
2021
Q3 | $271K | Hold |
9,120
| – | – | 0.37% | 30 |
|
|
2021
Q2 | $293K | Buy |
9,120
+6,080
| +200% | +$195K | 0.4% | 28 |
|
|
2021
Q1 | $293K | Hold |
3,040
| – | – | 0.51% | 25 |
|
|
2020
Q4 | $276K | Buy |
+3,040
| New | +$276K | 0.77% | 24 |
|