SWM
SeaCrest Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
7,508
-3,156
| -30% | -$103K | 0.03% | 511 |
|
|
2025
Q1 | $314K | Sell |
10,664
-228
| -2% | -$6.71K | 0.04% | 465 |
|
|
2024
Q4 | $351K | Buy |
10,892
+665
| +7% | +$21.5K | 0.04% | 441 |
|
|
2024
Q3 | $353K | Buy |
10,227
+237
| +2% | +$8.18K | 0.04% | 439 |
|
|
2024
Q2 | $334K | Buy |
9,990
+222
| +2% | +$7.43K | 0.04% | 424 |
|
|
2024
Q1 | $362K | Sell |
9,768
-20,470
| -68% | -$759K | 0.04% | 396 |
|
|
2023
Q4 | $1.05M | Buy |
30,238
+2,354
| +8% | +$81.5K | 0.13% | 162 |
|
|
2023
Q3 | $857K | Buy |
27,884
+43
| +0.2% | +$1.32K | 0.11% | 193 |
|
|
2023
Q2 | $949K | Buy |
27,841
+477
| +2% | +$16.3K | 0.12% | 177 |
|
|
2023
Q1 | $819K | Buy |
27,364
+247
| +0.9% | +$7.4K | 0.11% | 206 |
|
|
2022
Q4 | $840K | Buy |
27,117
+576
| +2% | +$17.8K | 0.12% | 198 |
|
|
2022
Q3 | $707K | Sell |
26,541
-10,936
| -29% | -$291K | 0.11% | 206 |
|
|
2022
Q2 | $1.09M | Sell |
37,477
-2,758
| -7% | -$80.1K | 0.14% | 156 |
|
|
2022
Q1 | $1.51M | Buy |
40,235
+192
| +0.5% | +$7.19K | 0.17% | 122 |
|
|
2021
Q4 | $1.51M | Buy |
40,043
+55
| +0.1% | +$2.07K | 0.17% | 124 |
|
|
2021
Q3 | $1.19M | Buy |
39,988
+19
| +0% | +$565 | 0.14% | 151 |
|
|
2021
Q2 | $1.28M | Buy |
39,969
+26,641
| +200% | +$855K | 0.15% | 135 |
|
|
2021
Q1 | $1.29M | Buy |
13,328
+18
| +0.1% | +$1.74K | 0.17% | 121 |
|
|
2020
Q4 | $1.21M | Buy |
13,310
+586
| +5% | +$53.2K | 0.17% | 128 |
|
|
2020
Q3 | $988K | Sell |
12,724
-169
| -1% | -$13.1K | 0.16% | 138 |
|
|
2020
Q2 | $899K | Sell |
12,893
-65
| -0.5% | -$4.53K | 0.16% | 144 |
|
|
2020
Q1 | $742K | Sell |
12,958
-12
| -0.1% | -$687 | 0.16% | 142 |
|
|
2019
Q4 | $939K | Sell |
12,970
-98
| -0.7% | -$7.1K | 0.16% | 152 |
|
|
2019
Q3 | $905K | Buy |
13,068
+1,353
| +12% | +$93.7K | 0.17% | 155 |
|
|
2019
Q2 | $906K | Sell |
11,715
-153
| -1% | -$11.8K | 0.18% | 129 |
|
|
2019
Q1 | $888K | Sell |
11,868
-730
| -6% | -$54.6K | 0.15% | 139 |
|
|
2018
Q4 | $783K | Sell |
12,598
-546
| -4% | -$33.9K | 0.16% | 131 |
|
|
2018
Q3 | $973K | Buy |
13,144
+615
| +5% | +$45.5K | 0.16% | 120 |
|
|
2018
Q2 | $799K | Sell |
12,529
-9
| -0.1% | -$574 | 0.14% | 143 |
|
|
2018
Q1 | $699K | Hold |
12,538
| – | – | 0.13% | 163 |
|
|
2017
Q4 | $690K | Buy |
+12,538
| New | +$690K | 0.13% | 165 |
|