SWA
SFMG Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Buy |
177,537
+2,321
| +1% | +$75.7K | 0.43% | 36 |
|
|
2025
Q1 | $5.16M | Sell |
175,216
-324
| -0.2% | -$9.54K | 0.41% | 36 |
|
|
2024
Q4 | $5.66M | Sell |
175,540
-298
| -0.2% | -$9.62K | 0.45% | 35 |
|
|
2024
Q3 | $6.07M | Sell |
175,838
-349
| -0.2% | -$12.1K | 0.49% | 26 |
|
|
2024
Q2 | $5.89M | Buy |
176,187
+578
| +0.3% | +$19.3K | 0.51% | 25 |
|
|
2024
Q1 | $6.51M | Sell |
175,609
-121,148
| -41% | -$4.49M | 0.56% | 24 |
|
|
2023
Q4 | $10.3M | Buy |
296,757
+2,874
| +1% | +$99.6K | 0.95% | 16 |
|
|
2023
Q3 | $9.04M | Buy |
293,883
+4,228
| +1% | +$130K | 0.93% | 17 |
|
|
2023
Q2 | $9.88M | Sell |
289,655
-4,016
| -1% | -$137K | 1.02% | 14 |
|
|
2023
Q1 | $8.79M | Buy |
293,671
+2,602
| +0.9% | +$77.9K | 0.95% | 16 |
|
|
2022
Q4 | $9.02M | Sell |
291,069
-12,129
| -4% | -$376K | 1% | 15 |
|
|
2022
Q3 | $8.08M | Buy |
303,198
+5,410
| +2% | +$144K | 0.94% | 15 |
|
|
2022
Q2 | $8.65M | Buy |
297,788
+6,292
| +2% | +$183K | 1% | 15 |
|
|
2022
Q1 | $10.9M | Buy |
291,496
+13,400
| +5% | +$502K | 1.08% | 16 |
|
|
2021
Q4 | $10.5M | Buy |
278,096
+11,725
| +4% | +$441K | 1.02% | 16 |
|
|
2021
Q3 | $7.92M | Buy |
266,371
+15,829
| +6% | +$471K | 0.88% | 17 |
|
|
2021
Q2 | $8.04M | Buy |
250,542
+194,169
| +344% | +$6.23M | 0.89% | 17 |
|
|
2021
Q1 | $5.44M | Buy |
56,373
+51
| +0.1% | +$4.92K | 0.63% | 20 |
|
|
2020
Q4 | $5.11M | Buy |
56,322
+149
| +0.3% | +$13.5K | 0.65% | 21 |
|
|
2020
Q3 | $4.36M | Buy |
56,173
+330
| +0.6% | +$25.6K | 0.6% | 23 |
|
|
2020
Q2 | $3.9M | Sell |
55,843
-6,556
| -11% | -$457K | 0.56% | 24 |
|
|
2020
Q1 | $3.58M | Sell |
62,399
-6,321
| -9% | -$362K | 0.54% | 20 |
|
|
2019
Q4 | $4.97M | Buy |
68,720
+175
| +0.3% | +$12.7K | 0.61% | 18 |
|
|
2019
Q3 | $4.75M | Sell |
68,545
-29
| -0% | -$2.01K | 0.64% | 17 |
|
|
2019
Q2 | $4.73M | Sell |
68,574
-7,705
| -10% | -$531K | 0.64% | 15 |
|
|
2019
Q1 | $5.71M | Buy |
76,279
+8,510
| +13% | +$637K | 0.83% | 17 |
|
|
2018
Q4 | $4.21M | Buy |
67,769
+211
| +0.3% | +$13.1K | 0.68% | 17 |
|
|
2018
Q3 | $4.67M | Buy |
67,558
+191
| +0.3% | +$13.2K | 0.72% | 15 |
|
|
2018
Q2 | $4.3M | Buy |
67,367
+205
| +0.3% | +$13.1K | 0.7% | 13 |
|
|
2018
Q1 | $3.74M | Buy |
67,162
+236
| +0.4% | +$13.1K | 0.63% | 12 |
|
|
2017
Q4 | $3.68M | Buy |
66,926
+233
| +0.3% | +$12.8K | 0.61% | 15 |
|
|
2017
Q3 | $3.62M | Buy |
66,693
+232
| +0.3% | +$12.6K | 0.71% | 16 |
|
|
2017
Q2 | $3.63M | Buy |
66,461
+729
| +1% | +$39.8K | 0.75% | 14 |
|
|
2017
Q1 | $3.06M | Buy |
65,732
+227
| +0.3% | +$10.6K | 0.62% | 16 |
|
|
2016
Q4 | $2.35M | Buy |
65,505
+297
| +0.5% | +$10.7K | 0.5% | 20 |
|
|
2016
Q3 | $1.99M | Buy |
65,208
+2,619
| +4% | +$79.9K | 0.44% | 27 |
|
|
2016
Q2 | $1.63M | Buy |
62,589
+412
| +0.7% | +$10.7K | 0.36% | 32 |
|
|
2016
Q1 | $1.6M | Buy |
62,177
+408
| +0.7% | +$10.5K | 0.35% | 35 |
|
|
2015
Q4 | $1.6M | Buy |
61,769
+393
| +0.6% | +$10.2K | 0.37% | 35 |
|
|
2015
Q3 | $1.65M | Buy |
61,376
+361
| +0.6% | +$9.71K | 0.4% | 31 |
|
|
2015
Q2 | $1.99M | Sell |
61,015
-57,770
| -49% | -$1.89M | 0.45% | 27 |
|
|
2015
Q1 | $3.93M | Buy |
118,785
+58,256
| +96% | +$1.93M | 0.32% | 30 |
|
|
2014
Q4 | $2.19M | Buy |
60,529
+3,152
| +5% | +$114K | 0.49% | 23 |
|
|
2014
Q3 | $1.84M | Buy |
57,377
+289
| +0.5% | +$9.27K | 0.58% | 21 |
|
|
2014
Q2 | $1.76M | Buy |
57,088
+300
| +0.5% | +$9.24K | 0.61% | 19 |
|
|
2014
Q1 | $1.65M | Buy |
56,788
+294
| +0.5% | +$8.52K | 0.55% | 20 |
|
|
2013
Q4 | $1.63M | Buy |
56,494
+383
| +0.7% | +$11K | 0.56% | 20 |
|
|
2013
Q3 | $1.44M | Buy |
+56,111
| New | +$1.44M | 0.58% | 21 |
|