Arete Wealth Advisors’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
Q2 | $806K | Buy |
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|
2025
Q1 | $663K | Buy |
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|
2024
Q4 | $695K | Buy |
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|
2024
Q3 | $624K | Sell |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $701K | Sell |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $677K | Sell |
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|
2023
Q2 | $769K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $213K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $225K | Hold |
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|
2018
Q3 | $269K | Hold |
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|
2018
Q2 | $231K | Sell |
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|
2018
Q1 | $206K | Sell |
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|
2017
Q4 | $231K | Hold |
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|
2017
Q3 | $228K | Hold |
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|
2017
Q2 | $229K | Buy |
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