AllSquare Wealth Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.2K | Hold |
400
| – | – | 0.01% | 352 |
|
|
2025
Q2 | $13.1K | Hold |
400
| – | – | 0.01% | 357 |
|
|
2025
Q1 | $11.8K | Hold |
400
| – | – | 0.01% | 363 |
|
|
2024
Q4 | $12.9K | Hold |
400
| – | – | 0.01% | 356 |
|
|
2024
Q3 | $13.8K | Hold |
400
| – | – | 0.01% | 348 |
|
|
2024
Q2 | $13.4K | Sell |
400
-1,587
| -80% | -$53.9K | 0.01% | 346 |
|
|
2024
Q1 | $73.7K | Hold |
1,987
| – | – | 0.04% | 182 |
|
|
2023
Q4 | $68.9K | Hold |
1,987
| – | – | 0.04% | 179 |
|
|
2023
Q3 | $61.1K | Hold |
1,987
| – | – | 0.04% | 179 |
|
|
2023
Q2 | $61.5K | Hold |
1,987
| – | – | 0.04% | 184 |
|
|
2023
Q1 | $59.5K | Buy |
1,987
+1,587
| +397% | +$48.8K | 0.04% | 188 |
|
|
2022
Q4 | $12.4K | Hold |
400
| – | – | 0.01% | 339 |
|
|
2022
Q3 | $11K | Hold |
400
| – | – | 0.01% | 342 |
|
|
2022
Q2 | $12K | Hold |
400
| – | – | 0.01% | 347 |
|
|
2022
Q1 | $15K | Hold |
400
| – | – | 0.01% | 340 |
|
|
2021
Q4 | $15K | Hold |
400
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $12K | Buy |
400
+100
| +33% | +$3.2K | 0.01% | 352 |
|
|
2021
Q2 | $10K | Hold |
300
| – | – | 0.01% | 388 |
|
|
2021
Q1 | $10K | Hold |
300
| – | – | 0.01% | 381 |
|
|
2020
Q4 | $9K | Hold |
300
| – | – | 0.01% | 359 |
|
|
2020
Q3 | $8K | Hold |
300
| – | – | 0.01% | 348 |
|
|
2020
Q2 | $7K | Hold |
300
| – | – | 0.01% | 362 |
|
|
2020
Q1 | $6K | Hold |
300
| – | – | 0.01% | 345 |
|
|
2019
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 354 |
|
|
2019
Q3 | $7K | Hold |
300
| – | – | 0.01% | 353 |
|
|
2019
Q2 | $8K | Hold |
300
| – | – | 0.01% | 353 |
|
|
2019
Q1 | $7K | Hold |
300
| – | – | 0.01% | 363 |
|
|
2018
Q4 | $6K | Hold |
300
| – | – | 0.01% | 365 |
|
|
2018
Q3 | $7K | Hold |
300
| – | – | 0.01% | 374 |
|
|
2018
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 386 |
|
|
2018
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 311 |
|
|
2017
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 313 |
|
|
2017
Q3 | $5K | Buy |
+300
| New | +$5.15K | ﹤0.01% | 307 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$5K | – | 202 |
|
|
2017
Q1 | $5K | Buy |
+300
| New | +$4.57K | ﹤0.01% | 297 |
|
|
2016
Q4 | – | Sell |
-504
| Closed | -$5K | – | 345 |
|
|
2016
Q3 | $5K | Buy |
+504
| New | +$4.77K | ﹤0.01% | 257 |
|
Other funds holding CSX
AllSquare Wealth Management's CSX Position: Q3 2025 in Review
AllSquare Wealth Management held its CSX Corp (CSX) position steady in Q3 2025 at 400 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #352.
AllSquare Wealth Management first reported a position in CSX in Q3 2016 and has held it in 35 quarters since. The position peaked at $73.7K in Q1 2024. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.
- AllSquare Wealth Management held 400 shares of CSX Corp worth $14.2K as of Q3 2025.
- AllSquare Wealth Management left its CSX Corp share count unchanged in Q3 2025.
- CSX Corp made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #352 holding.
- AllSquare Wealth Management first reported a position in CSX Corp in Q3 2016 and has held it in 35 quarters since.
- AllSquare Wealth Management's CSX Corp position peaked at $73.7K in Q1 2024.
- 1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.