SSWM
Sheets Smith Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Hold |
33,563
| – | – | 0.13% | 151 |
|
|
2025
Q1 | $988K | Hold |
33,563
| – | – | 0.12% | 160 |
|
|
2024
Q4 | $1.08M | Hold |
33,563
| – | – | 0.13% | 149 |
|
|
2024
Q3 | $1.16M | Sell |
33,563
-3,118
| -9% | -$108K | 0.14% | 140 |
|
|
2024
Q2 | $1.23M | Hold |
36,681
| – | – | 0.15% | 138 |
|
|
2024
Q1 | $1.36M | Buy |
36,681
+121
| +0.3% | +$4.49K | 0.15% | 137 |
|
|
2023
Q4 | $1.27M | Sell |
36,560
-668
| -2% | -$23.2K | 0.18% | 116 |
|
|
2023
Q3 | $1.14M | Hold |
37,228
| – | – | 0.17% | 123 |
|
|
2023
Q2 | $1.27M | Sell |
37,228
-350
| -0.9% | -$11.9K | 0.19% | 113 |
|
|
2023
Q1 | $1.13M | Buy |
37,578
+12
| +0% | +$359 | 0.17% | 118 |
|
|
2022
Q4 | $1.16M | Buy |
37,566
+10
| +0% | +$310 | 0.18% | 118 |
|
|
2022
Q3 | $1M | Buy |
37,556
+10
| +0% | +$267 | 0.17% | 124 |
|
|
2022
Q2 | $1.09M | Buy |
37,546
+11
| +0% | +$320 | 0.18% | 118 |
|
|
2022
Q1 | $1.41M | Buy |
37,535
+9
| +0% | +$337 | 0.19% | 113 |
|
|
2021
Q4 | $1.41M | Buy |
37,526
+7
| +0% | +$263 | 0.18% | 123 |
|
|
2021
Q3 | $1.12M | Buy |
37,519
+10
| +0% | +$297 | 0.15% | 139 |
|
|
2021
Q2 | $1.2M | Buy |
37,509
+25,008
| +200% | +$802K | 0.16% | 135 |
|
|
2021
Q1 | $1.21M | Buy |
12,501
+4
| +0% | +$386 | 0.18% | 129 |
|
|
2020
Q4 | $1.13M | Buy |
12,497
+2
| +0% | +$181 | 0.17% | 125 |
|
|
2020
Q3 | $970K | Buy |
12,495
+4
| +0% | +$311 | 0.17% | 120 |
|
|
2020
Q2 | $871K | Buy |
12,491
+3
| +0% | +$209 | 0.17% | 115 |
|
|
2020
Q1 | $716K | Buy |
+12,488
| New | +$716K | 0.15% | 134 |
|
|
2018
Q4 | – | Sell |
-9,765
| Closed | -$723K | – | 284 |
|
|
2018
Q3 | $723K | Buy |
9,765
+118
| +1% | +$8.74K | 0.15% | 166 |
|
|
2018
Q2 | $615K | Buy |
+9,647
| New | +$615K | 0.14% | 167 |
|
|
2018
Q1 | – | Sell |
-9,776
| Closed | -$538K | – | 316 |
|
|
2017
Q4 | $538K | Buy |
+9,776
| New | +$538K | 0.13% | 187 |
|