SFA
Souders Financial Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,207
| Closed | -$330K | – | 203 |
|
|
2025
Q1 | $330K | Sell |
11,207
-316
| -3% | -$9.3K | 0.05% | 149 |
|
|
2024
Q4 | $372K | Buy |
11,523
+191
| +2% | +$6.16K | 0.05% | 139 |
|
|
2024
Q3 | $391K | Hold |
11,332
| – | – | 0.05% | 134 |
|
|
2024
Q2 | $379K | Buy |
11,332
+79
| +0.7% | +$2.64K | 0.06% | 134 |
|
|
2024
Q1 | $417K | Sell |
11,253
-647
| -5% | -$24K | 0.07% | 133 |
|
|
2023
Q4 | $413K | Buy |
11,900
+38
| +0.3% | +$1.32K | 0.07% | 126 |
|
|
2023
Q3 | $365K | Sell |
11,862
-136
| -1% | -$4.18K | 0.07% | 127 |
|
|
2023
Q2 | $409K | Sell |
11,998
-28
| -0.2% | -$955 | 0.08% | 122 |
|
|
2023
Q1 | $360K | Sell |
12,026
-20
| -0.2% | -$599 | 0.08% | 127 |
|
|
2022
Q4 | $373K | Buy |
12,046
+245
| +2% | +$7.59K | 0.09% | 128 |
|
|
2022
Q3 | $314K | Buy |
11,801
+15
| +0.1% | +$399 | 0.09% | 128 |
|
|
2022
Q2 | $343K | Sell |
11,786
-22,218
| -65% | -$647K | 0.1% | 112 |
|
|
2022
Q1 | $1.27M | Buy |
34,004
+1,465
| +5% | +$54.8K | 0.37% | 62 |
|
|
2021
Q4 | $1.22M | Buy |
32,539
+2,070
| +7% | +$77.8K | 0.35% | 65 |
|
|
2021
Q3 | $906K | Buy |
30,469
+18,039
| +145% | +$536K | 0.29% | 73 |
|
|
2021
Q2 | $399K | Buy |
12,430
+8,323
| +203% | +$267K | 0.13% | 105 |
|
|
2021
Q1 | $396K | Buy |
4,107
+144
| +4% | +$13.9K | 0.16% | 95 |
|
|
2020
Q4 | $360K | Hold |
3,963
| – | – | 0.16% | 91 |
|
|
2020
Q3 | $362K | Buy |
3,963
+3
| +0.1% | +$274 | 0.17% | 86 |
|
|
2020
Q2 | $276K | Buy |
3,960
+4
| +0.1% | +$279 | 0.16% | 86 |
|
|
2020
Q1 | $227K | Buy |
+3,956
| New | +$227K | 0.2% | 81 |
|