SVWAG
Sound View Wealth Advisors Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Buy |
26,367
+2,934
| +13% | +$95.7K | 0.06% | 205 |
|
|
2025
Q1 | $690K | Buy |
23,433
+81
| +0.3% | +$2.38K | 0.06% | 221 |
|
|
2024
Q4 | $754K | Buy |
23,352
+872
| +4% | +$28.1K | 0.06% | 211 |
|
|
2024
Q3 | $776K | Buy |
22,480
+160
| +0.7% | +$5.53K | 0.06% | 209 |
|
|
2024
Q2 | $747K | Sell |
22,320
-451
| -2% | -$15.1K | 0.08% | 189 |
|
|
2024
Q1 | $844K | Sell |
22,771
-597
| -3% | -$22.1K | 0.09% | 180 |
|
|
2023
Q4 | $810K | Sell |
23,368
-947
| -4% | -$32.8K | 0.09% | 185 |
|
|
2023
Q3 | $748K | Buy |
24,315
+1,794
| +8% | +$55.2K | 0.09% | 176 |
|
|
2023
Q2 | $768K | Sell |
22,521
-303
| -1% | -$10.3K | 0.1% | 175 |
|
|
2023
Q1 | $683K | Sell |
22,824
-544
| -2% | -$16.3K | 0.09% | 181 |
|
|
2022
Q4 | $810K | Buy |
23,368
+1,241
| +6% | +$43K | 0.09% | 185 |
|
|
2022
Q3 | $589K | Sell |
22,127
-160
| -0.7% | -$4.26K | 0.13% | 143 |
|
|
2022
Q2 | $648K | Sell |
22,287
-374
| -2% | -$10.9K | 0.14% | 139 |
|
|
2022
Q1 | $849K | Buy |
22,661
+45
| +0.2% | +$1.69K | 0.16% | 123 |
|
|
2021
Q4 | $850K | Buy |
22,616
+1
| +0% | +$38 | 0.16% | 128 |
|
|
2021
Q3 | $673K | Buy |
22,615
+401
| +2% | +$11.9K | 0.14% | 143 |
|
|
2021
Q2 | $713K | Buy |
22,214
+14,809
| +200% | +$475K | 0.15% | 139 |
|
|
2021
Q1 | $714K | Buy |
7,405
+101
| +1% | +$9.74K | 0.17% | 129 |
|
|
2020
Q4 | $663K | Sell |
7,304
-80
| -1% | -$7.26K | 0.16% | 130 |
|
|
2020
Q3 | $574K | Sell |
7,384
-246
| -3% | -$19.1K | 0.15% | 133 |
|
|
2020
Q2 | $532K | Sell |
7,630
-389
| -5% | -$27.1K | 0.15% | 129 |
|
|
2020
Q1 | $459K | Sell |
8,019
-9
| -0.1% | -$515 | 0.16% | 124 |
|
|
2019
Q4 | $581K | Sell |
8,028
-799
| -9% | -$57.8K | 0.16% | 129 |
|
|
2019
Q3 | $611K | Buy |
8,827
+230
| +3% | +$15.9K | 0.18% | 123 |
|
|
2019
Q2 | $665K | Buy |
+8,597
| New | +$665K | 0.2% | 121 |
|