SFG
Sovereign Financial Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
33,126
-1,179
| -3% | -$38.5K | 0.22% | 84 |
|
|
2025
Q1 | $1.01M | Sell |
34,305
-1,263
| -4% | -$37.2K | 0.23% | 82 |
|
|
2024
Q4 | $1.15M | Sell |
35,568
-2,642
| -7% | -$85.3K | 0.26% | 77 |
|
|
2024
Q3 | $1.32M | Buy |
38,210
+577
| +2% | +$19.9K | 0.31% | 65 |
|
|
2024
Q2 | $1.26M | Sell |
37,633
-206
| -0.5% | -$6.89K | 0.31% | 63 |
|
|
2024
Q1 | $1.4M | Sell |
37,839
-904
| -2% | -$33.5K | 0.37% | 52 |
|
|
2023
Q4 | $1.34M | Buy |
38,743
+706
| +2% | +$24.5K | 0.41% | 46 |
|
|
2023
Q3 | $1.17M | Sell |
38,037
-2,062
| -5% | -$63.4K | 0.42% | 51 |
|
|
2023
Q2 | $1.37M | Buy |
40,099
+3,935
| +11% | +$134K | 0.45% | 54 |
|
|
2023
Q1 | $1.08M | Buy |
36,164
+854
| +2% | +$25.6K | 0.4% | 63 |
|
|
2022
Q4 | $1.09M | Buy |
35,310
+1,606
| +5% | +$49.8K | 0.43% | 62 |
|
|
2022
Q3 | $898K | Sell |
33,704
-309
| -0.9% | -$8.23K | 0.36% | 68 |
|
|
2022
Q2 | $988K | Buy |
34,013
+944
| +3% | +$27.4K | 0.39% | 66 |
|
|
2022
Q1 | $1.24M | Buy |
33,069
+5,148
| +18% | +$193K | 0.46% | 57 |
|
|
2021
Q4 | $1.05M | Buy |
27,921
+655
| +2% | +$24.6K | 0.42% | 62 |
|
|
2021
Q3 | $811K | Buy |
27,266
+20,864
| +326% | +$621K | 0.47% | 52 |
|
|
2021
Q2 | $617K | Hold |
6,402
| – | – | 0.37% | 64 |
|
|
2021
Q1 | $617K | Buy |
6,402
+3,591
| +128% | +$346K | 0.39% | 62 |
|
|
2020
Q4 | $255K | Buy |
+2,811
| New | +$255K | 0.18% | 112 |
|