Allworth Financial’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
84,652
+13,976
| +20% | +$456K | 0.01% | 421 |
|
|
2025
Q1 | $1.99M | Sell |
70,676
-3,193
| -4% | -$89.9K | 0.01% | 403 |
|
|
2024
Q4 | $2.46M | Buy |
73,869
+200
| +0.3% | +$6.65K | 0.01% | 359 |
|
|
2024
Q3 | $2.54M | Buy |
73,669
+2,438
| +3% | +$84.2K | 0.02% | 296 |
|
|
2024
Q2 | $2.47M | Buy |
71,231
+2,309
| +3% | +$80.1K | 0.02% | 297 |
|
|
2024
Q1 | $2.55M | Buy |
68,922
+18,628
| +37% | +$691K | 0.02% | 278 |
|
|
2023
Q4 | $1.74M | Buy |
50,294
+563
| +1% | +$19.5K | 0.01% | 324 |
|
|
2023
Q3 | $1.53M | Sell |
49,731
-111
| -0.2% | -$3.41K | 0.01% | 314 |
|
|
2023
Q2 | $1.7M | Buy |
49,842
+467
| +0.9% | +$15.9K | 0.01% | 308 |
|
|
2023
Q1 | $1.48M | Buy |
49,375
+2,895
| +6% | +$86.7K | 0.01% | 303 |
|
|
2022
Q4 | $1.44M | Buy |
46,480
+3,989
| +9% | +$124K | 0.02% | 298 |
|
|
2022
Q3 | $1.13M | Buy |
42,491
+28,943
| +214% | +$771K | 0.01% | 303 |
|
|
2022
Q2 | $394K | Buy |
13,548
+9,097
| +204% | +$265K | 0.01% | 439 |
|
|
2022
Q1 | $166K | Buy |
4,451
+1,908
| +75% | +$71.2K | ﹤0.01% | 588 |
|
|
2021
Q4 | $96K | Buy |
2,543
+1,494
| +142% | +$56.4K | ﹤0.01% | 688 |
|
|
2021
Q3 | $31K | Sell |
1,049
-1,122
| -52% | -$33.2K | ﹤0.01% | 905 |
|
|
2021
Q2 | $70K | Buy |
2,171
+5
| +0.2% | +$161 | ﹤0.01% | 545 |
|
|
2021
Q1 | $70K | Buy |
2,166
+1,890
| +685% | +$61.1K | ﹤0.01% | 505 |
|
|
2020
Q4 | $8K | Hold |
276
| – | – | ﹤0.01% | 878 |
|
|
2020
Q3 | $7K | Hold |
276
| – | – | ﹤0.01% | 780 |
|
|
2020
Q2 | $6K | Hold |
276
| – | – | ﹤0.01% | 821 |
|
|
2020
Q1 | $5K | Hold |
276
| – | – | ﹤0.01% | 859 |
|
|
2019
Q4 | $7K | Hold |
276
| – | – | ﹤0.01% | 703 |
|
|
2019
Q3 | $6K | Hold |
276
| – | – | ﹤0.01% | 647 |
|
|
2019
Q2 | $7K | Hold |
276
| – | – | ﹤0.01% | 629 |
|
|
2019
Q1 | $7K | Hold |
276
| – | – | ﹤0.01% | 616 |
|
|
2018
Q4 | $6K | Hold |
276
| – | – | ﹤0.01% | 586 |
|
|
2018
Q3 | $7K | Hold |
276
| – | – | ﹤0.01% | 602 |
|
|
2018
Q2 | $6K | Hold |
276
| – | – | ﹤0.01% | 588 |
|
|
2018
Q1 | $5K | Hold |
276
| – | – | ﹤0.01% | 578 |
|
|
2017
Q4 | $5K | Sell |
276
-300
| -52% | -$5.44K | ﹤0.01% | 556 |
|
|
2017
Q3 | $10K | Buy |
576
+300
| +109% | +$5.21K | ﹤0.01% | 466 |
|
|
2017
Q2 | $5K | Hold |
276
| – | – | ﹤0.01% | 566 |
|
|
2017
Q1 | $4K | Hold |
276
| – | – | ﹤0.01% | 551 |
|
|
2016
Q4 | $3K | Hold |
276
| – | – | ﹤0.01% | 530 |
|
|
2016
Q3 | $3K | Hold |
276
| – | – | ﹤0.01% | 556 |
|
|
2016
Q2 | $2K | Hold |
276
| – | – | ﹤0.01% | 530 |
|
|
2016
Q1 | $2K | Hold |
276
| – | – | ﹤0.01% | 517 |
|
|
2015
Q4 | $2K | Hold |
276
| – | – | ﹤0.01% | 530 |
|
|
2015
Q3 | $2K | Hold |
276
| – | – | ﹤0.01% | 525 |
|
|
2015
Q2 | $3K | Hold |
276
| – | – | ﹤0.01% | 484 |
|
|
2015
Q1 | $3K | Buy |
+276
| New | +$3K | ﹤0.01% | 490 |
|