SWA
SOA Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.8K | Sell |
88,842
-14,321
| -14% | -$14.3K | 0.02% | 289 |
|
|
2025
Q1 | $103K | Buy |
+103,163
| New | +$103K | 0.02% | 258 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | – | – | 850 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 849 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 919 |
|
|
2021
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 894 |
|
|
2021
Q3 | $0 | Buy |
8
+2
| +33% | – | ﹤0.01% | 908 |
|
|
2021
Q2 | $0 | Buy |
6
+5
| +500% | – | ﹤0.01% | 876 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 824 |
|