SBL
Sargent Bickham Lagudis’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $367K | Hold |
11,859
| – | – | 0.03% | 217 |
|
|
2022
Q3 | $316K | Hold |
11,859
| – | – | 0.03% | 204 |
|
|
2022
Q2 | $345K | Sell |
11,859
-573
| -5% | -$16.7K | 0.03% | 209 |
|
|
2022
Q1 | $466K | Sell |
12,432
-342
| -3% | -$12.8K | 0.04% | 188 |
|
|
2021
Q4 | $480K | Sell |
12,774
-1,194
| -9% | -$44.9K | 0.04% | 176 |
|
|
2021
Q3 | $415K | Hold |
13,968
| – | – | 0.03% | 187 |
|
|
2021
Q2 | $448K | Buy |
13,968
+8,793
| +170% | +$282K | 0.04% | 180 |
|
|
2021
Q1 | $499K | Buy |
5,175
+2
| +0% | +$193 | 0.04% | 160 |
|
|
2020
Q4 | $469K | Buy |
5,173
+1,986
| +62% | +$180K | 0.04% | 166 |
|
|
2020
Q3 | $248K | Hold |
3,187
| – | – | 0.02% | 190 |
|
|
2020
Q2 | $222K | Hold |
3,187
| – | – | 0.02% | 191 |
|
|
2020
Q1 | $183K | Hold |
3,187
| – | – | 0.02% | 201 |
|
|
2019
Q4 | $231K | Hold |
3,187
| – | – | 0.03% | 189 |
|
|
2019
Q3 | $221K | Buy |
3,187
+200
| +7% | +$13.9K | 0.03% | 180 |
|
|
2019
Q2 | $231K | Hold |
2,987
| – | – | 0.03% | 190 |
|
|
2019
Q1 | $223K | Sell |
2,987
-345
| -10% | -$25.8K | 0.03% | 197 |
|
|
2018
Q4 | $207K | Buy |
3,332
+286
| +9% | +$17.8K | 0.03% | 193 |
|
|
2018
Q3 | $226K | Sell |
3,046
-415
| -12% | -$30.8K | 0.03% | 200 |
|
|
2018
Q2 | $221K | Hold |
3,461
| – | – | 0.03% | 194 |
|
|
2018
Q1 | $193K | Buy |
3,461
+1,080
| +45% | +$60.2K | 0.02% | 210 |
|
|
2017
Q4 | $131K | Hold |
2,381
| – | – | 0.02% | 254 |
|
|
2017
Q3 | $129K | Hold |
2,381
| – | – | 0.02% | 255 |
|
|
2017
Q2 | $130K | Hold |
2,381
| – | – | 0.02% | 242 |
|
|
2017
Q1 | $111K | Sell |
2,381
-107
| -4% | -$4.99K | 0.01% | 262 |
|
|
2016
Q4 | $89K | Hold |
2,488
| – | – | 0.01% | 269 |
|
|
2016
Q3 | $76 | Hold |
2,488
| – | – | 0.01% | 289 |
|
|
2016
Q2 | $65K | Hold |
2,488
| – | – | 0.01% | 305 |
|
|
2016
Q1 | $64K | Buy |
+2,488
| New | +$64K | 0.01% | 324 |
|