SAG
SageView Advisory Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Sell |
16,051
-568
| -3% | -$20.3K | 0.02% | 346 |
|
|
2025
Q1 | $489K | Buy |
16,619
+5,628
| +51% | +$166K | 0.02% | 351 |
|
|
2024
Q4 | $355K | Buy |
10,991
+4,238
| +63% | +$137K | 0.02% | 404 |
|
|
2024
Q3 | $233K | Sell |
6,753
-856
| -11% | -$29.6K | 0.01% | 461 |
|
|
2024
Q2 | $255K | Buy |
7,609
+919
| +14% | +$30.7K | 0.01% | 478 |
|
|
2024
Q1 | $248K | Sell |
6,690
-684
| -9% | -$25.4K | 0.01% | 468 |
|
|
2023
Q4 | $264K | Buy |
7,374
+858
| +13% | +$30.8K | 0.01% | 547 |
|
|
2023
Q3 | $200K | Sell |
6,516
-156
| -2% | -$4.8K | 0.01% | 507 |
|
|
2023
Q2 | $228K | Buy |
+6,672
| New | +$228K | 0.01% | 506 |
|