SSWM
Smith Salley Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
16,103
-411
| -2% | -$13.4K | 0.03% | 172 |
|
|
2025
Q1 | $486K | Buy |
16,514
+183
| +1% | +$5.39K | 0.03% | 171 |
|
|
2024
Q4 | $527K | Sell |
16,331
-181
| -1% | -$5.84K | 0.03% | 168 |
|
|
2024
Q3 | $570K | Sell |
16,512
-167
| -1% | -$5.77K | 0.04% | 168 |
|
|
2024
Q2 | $558K | Buy |
16,679
+217
| +1% | +$7.26K | 0.04% | 161 |
|
|
2024
Q1 | $610K | Buy |
16,462
+3,260
| +25% | +$121K | 0.05% | 154 |
|
|
2023
Q4 | $458K | Sell |
13,202
-2,101
| -14% | -$72.8K | 0.03% | 187 |
|
|
2023
Q3 | $471K | Sell |
15,303
-400
| -3% | -$12.3K | 0.03% | 175 |
|
|
2023
Q2 | $535K | Sell |
15,703
-100
| -0.6% | -$3.41K | 0.04% | 165 |
|
|
2023
Q1 | $473K | Sell |
15,803
-122
| -0.8% | -$3.65K | 0.04% | 175 |
|
|
2022
Q4 | $493K | Sell |
15,925
-100
| -0.6% | -$3.1K | 0.04% | 165 |
|
|
2022
Q3 | $427K | Hold |
16,025
| – | – | 0.04% | 172 |
|
|
2022
Q2 | $466K | Sell |
16,025
-1,757
| -10% | -$51.1K | 0.04% | 168 |
|
|
2022
Q1 | $666K | Hold |
17,782
| – | – | 0.05% | 166 |
|
|
2021
Q4 | $669K | Sell |
17,782
-129
| -0.7% | -$4.85K | 0.05% | 174 |
|
|
2021
Q3 | $533K | Hold |
17,911
| – | – | 0.04% | 181 |
|
|
2021
Q2 | $575K | Buy |
17,911
+11,944
| +200% | +$383K | 0.05% | 180 |
|
|
2021
Q1 | $575K | Sell |
5,967
-8
| -0.1% | -$771 | 0.05% | 164 |
|
|
2020
Q4 | $542K | Buy |
5,975
+902
| +18% | +$81.8K | 0.05% | 150 |
|
|
2020
Q3 | $394K | Hold |
5,073
| – | – | 0.05% | 145 |
|
|
2020
Q2 | $354K | Sell |
5,073
-315
| -6% | -$22K | 0.05% | 148 |
|
|
2020
Q1 | $309K | Buy |
5,388
+15
| +0.3% | +$860 | 0.05% | 147 |
|
|
2019
Q4 | $389K | Sell |
5,373
-400
| -7% | -$29K | 0.05% | 143 |
|
|
2019
Q3 | $400K | Buy |
+5,773
| New | +$400K | 0.06% | 138 |
|
|
2018
Q4 | – | Sell |
-5,685
| Closed | -$421K | – | 173 |
|
|
2018
Q3 | $421K | Sell |
5,685
-170
| -3% | -$12.6K | 0.07% | 126 |
|
|
2018
Q2 | $373K | Buy |
5,855
+20
| +0.3% | +$1.27K | 0.06% | 132 |
|
|
2018
Q1 | $325K | Sell |
5,835
-674
| -10% | -$37.5K | 0.06% | 137 |
|
|
2017
Q4 | $358K | Sell |
6,509
-1,218
| -16% | -$67K | 0.06% | 138 |
|
|
2017
Q3 | $419K | Hold |
7,727
| – | – | 0.08% | 121 |
|
|
2017
Q2 | $421K | Sell |
7,727
-1,393
| -15% | -$75.9K | 0.08% | 121 |
|
|
2017
Q1 | $425K | Sell |
9,120
-161,407
| -95% | -$7.52M | 0.09% | 118 |
|
|
2016
Q4 | $6.13M | Buy |
170,527
+64
| +0% | +$2.3K | 1.28% | 28 |
|
|
2016
Q3 | $5.2M | Sell |
170,463
-1,778
| -1% | -$54.2K | 1.15% | 32 |
|
|
2016
Q2 | $4.49M | Buy |
172,241
+8,374
| +5% | +$218K | 1.05% | 39 |
|
|
2016
Q1 | $4.22M | Buy |
163,867
+16,114
| +11% | +$415K | 1.06% | 39 |
|
|
2015
Q4 | $3.83M | Buy |
147,753
+6,876
| +5% | +$178K | 0.96% | 38 |
|
|
2015
Q3 | $3.79M | Sell |
140,877
-2,488
| -2% | -$66.9K | 1.02% | 36 |
|
|
2015
Q2 | $4.68M | Buy |
143,365
+4,387
| +3% | +$143K | 1.19% | 33 |
|
|
2015
Q1 | $4.6M | Buy |
138,978
+12,476
| +10% | +$413K | 1.17% | 33 |
|
|
2014
Q4 | $4.58M | Buy |
126,502
+16,679
| +15% | +$604K | 1.19% | 30 |
|
|
2014
Q3 | $3.52M | Buy |
109,823
+22,752
| +26% | +$729K | 0.93% | 39 |
|
|
2014
Q2 | $2.68M | Buy |
87,071
+12,341
| +17% | +$380K | 0.72% | 52 |
|
|
2014
Q1 | $2.17M | Sell |
74,730
-268
| -0.4% | -$7.76K | 1.35% | 32 |
|
|
2013
Q4 | $2.16M | Buy |
74,998
+213
| +0.3% | +$6.13K | 1.41% | 31 |
|
|
2013
Q3 | $1.93M | Buy |
74,785
+1,628
| +2% | +$41.9K | 1.55% | 28 |
|
|
2013
Q2 | $1.7M | Buy |
+73,157
| New | +$1.7M | 1.37% | 34 |
|