SFG
Summit Financial Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.71M | Sell |
127,024
-13,500
| -10% | -$500K | 1.67% | 15 |
|
|
2023
Q4 | $4.87M | Buy |
140,524
+25,500
| +22% | +$884K | 1.87% | 13 |
|
|
2023
Q3 | $3.54M | Buy |
115,024
+1,500
| +1% | +$46.1K | 1.49% | 17 |
|
|
2023
Q2 | $3.87M | Hold |
113,524
| – | – | 1.51% | 17 |
|
|
2023
Q1 | $3.4M | Hold |
113,524
| – | – | 1.29% | 21 |
|
|
2022
Q4 | $3.52M | Hold |
113,524
| – | – | 1.39% | 16 |
|
|
2022
Q3 | $3.02M | Sell |
113,524
-641
| -0.6% | -$17.1K | 1.26% | 23 |
|
|
2022
Q2 | $3.32M | Sell |
114,165
-4,603
| -4% | -$134K | 1.28% | 21 |
|
|
2022
Q1 | $4.45M | Sell |
118,768
-435
| -0.4% | -$16.3K | 1.51% | 17 |
|
|
2021
Q4 | $4.48M | Buy |
119,203
+9,196
| +8% | +$346K | 1.46% | 18 |
|
|
2021
Q3 | $3.27M | Hold |
110,007
| – | – | 1.18% | 23 |
|
|
2021
Q2 | $3.53M | Buy |
110,007
+73,338
| +200% | +$2.35M | 1.32% | 19 |
|
|
2021
Q1 | $3.54M | Sell |
36,669
-4,260
| -10% | -$411K | 1.47% | 18 |
|
|
2020
Q4 | $3.72M | Sell |
40,929
-110
| -0.3% | -$9.98K | 1.63% | 17 |
|
|
2020
Q3 | $3.19M | Sell |
41,039
-725
| -2% | -$56.3K | 1.58% | 18 |
|
|
2020
Q2 | $2.91M | Sell |
41,764
-75
| -0.2% | -$5.23K | 1.52% | 16 |
|
|
2020
Q1 | $2.4M | Hold |
41,839
| – | – | 1.43% | 17 |
|
|
2019
Q4 | $3.03M | Sell |
41,839
-125
| -0.3% | -$9.05K | 1.45% | 18 |
|
|
2019
Q3 | $2.91M | Sell |
41,964
-2,400
| -5% | -$166K | 1.48% | 17 |
|
|
2019
Q2 | $3.43M | Sell |
44,364
-460
| -1% | -$35.6K | 1.55% | 19 |
|
|
2019
Q1 | $3.35M | Sell |
44,824
-450
| -1% | -$33.7K | 2.62% | 8 |
|
|
2018
Q4 | $2.81M | Hold |
45,274
| – | – | 2.39% | 8 |
|
|
2018
Q3 | $3.35M | Sell |
45,274
-350
| -0.8% | -$25.9K | 2.5% | 8 |
|
|
2018
Q2 | $2.91M | Hold |
45,624
| – | – | 2.26% | 10 |
|
|
2018
Q1 | $2.54M | Sell |
45,624
-300
| -0.7% | -$16.7K | 1.99% | 10 |
|
|
2017
Q4 | $2.53M | Sell |
45,924
-700
| -2% | -$38.5K | 2.07% | 10 |
|
|
2017
Q3 | $2.53M | Sell |
46,624
-300
| -0.6% | -$16.3K | 2.11% | 12 |
|
|
2017
Q2 | $2.56M | Buy |
+46,924
| New | +$2.56M | 2.22% | 11 |
|