Allworth Financial’s CSX Corp CSX Stock Holding History

Allworth Financial’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.76M	Buy
2025 Q1	$1.99M	Sell
2024 Q4	$2.46M	Buy
2024 Q3	$2.54M	Buy
2024 Q2	$2.47M	Buy
2024 Q1	$2.55M	Buy
2023 Q4	$1.74M	Buy
2023 Q3	$1.53M	Sell
2023 Q2	$1.7M	Buy
2023 Q1	$1.48M	Buy
2022 Q4	$1.44M	Buy
2022 Q3	$1.13M	Buy
2022 Q2	$394K	Buy
2022 Q1	$166K	Buy
2021 Q4	$96K	Buy
2021 Q3	$31K	Sell
2021 Q2	$70K	Buy
2021 Q1	$70K	Buy
2020 Q4	$8K	Hold
2020 Q3	$7K	Hold
2020 Q2	$6K	Hold
2020 Q1	$5K	Hold
2019 Q4	$7K	Hold
2019 Q3	$6K	Hold
2019 Q2	$7K	Hold
2019 Q1	$7K	Hold
2018 Q4	$6K	Hold
2018 Q3	$7K	Hold
2018 Q2	$6K	Hold
2018 Q1	$5K	Hold
2017 Q4	$5K	Sell
2017 Q3	$10K	Buy
2017 Q2	$5K	Hold
2017 Q1	$4K	Hold
2016 Q4	$3K	Hold
2016 Q3	$3K	Hold
2016 Q2	$2K	Hold
2016 Q1	$2K	Hold
2015 Q4	$2K	Hold
2015 Q3	$2K	Hold
2015 Q2	$3K	Hold
2015 Q1	$3K	Buy