AWA
Arkadios Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
48,182
+21,906
| +83% | +$715K | 0.05% | 408 |
|
|
2025
Q1 | $773K | Buy |
26,276
+4,773
| +22% | +$140K | 0.03% | 548 |
|
|
2024
Q4 | $694K | Sell |
21,503
-6,207
| -22% | -$200K | 0.04% | 424 |
|
|
2024
Q3 | $957K | Buy |
27,710
+74
| +0.3% | +$2.56K | 0.05% | 337 |
|
|
2024
Q2 | $924K | Buy |
27,636
+1,884
| +7% | +$63K | 0.06% | 303 |
|
|
2024
Q1 | $955K | Sell |
25,752
-1,177
| -4% | -$43.6K | 0.07% | 245 |
|
|
2023
Q4 | $934K | Sell |
26,929
-533
| -2% | -$18.5K | 0.08% | 238 |
|
|
2023
Q3 | $844K | Sell |
27,462
-154
| -0.6% | -$4.74K | 0.08% | 239 |
|
|
2023
Q2 | $942K | Sell |
27,616
-552
| -2% | -$18.8K | 0.11% | 195 |
|
|
2023
Q1 | $843K | Sell |
28,168
-6,770
| -19% | -$203K | 0.1% | 211 |
|
|
2022
Q4 | $1.08M | Buy |
34,938
+6,507
| +23% | +$202K | 0.14% | 160 |
|
|
2022
Q3 | $757K | Buy |
28,431
+1,739
| +7% | +$46.3K | 0.11% | 192 |
|
|
2022
Q2 | $776K | Buy |
26,692
+1,961
| +8% | +$57K | 0.12% | 210 |
|
|
2022
Q1 | $926K | Buy |
24,731
+1,086
| +5% | +$40.7K | 0.12% | 195 |
|
|
2021
Q4 | $889K | Buy |
23,645
+17
| +0.1% | +$639 | 0.12% | 203 |
|
|
2021
Q3 | $702K | Buy |
23,628
+1,624
| +7% | +$48.3K | 0.1% | 230 |
|
|
2021
Q2 | $705K | Buy |
22,004
+6,224
| +39% | +$199K | 0.09% | 261 |
|
|
2021
Q1 | $507K | Buy |
15,780
+12
| +0.1% | +$386 | 0.08% | 247 |
|
|
2020
Q4 | $477K | Buy |
15,768
+3,267
| +26% | +$98.8K | 0.1% | 207 |
|
|
2020
Q3 | $334K | Buy |
12,501
+12
| +0.1% | +$320 | 0.17% | 132 |
|
|
2020
Q2 | $289K | Sell |
12,489
-21
| -0.2% | -$485 | 0.16% | 132 |
|
|
2020
Q1 | $239K | Buy |
12,510
+63
| +0.5% | +$1.2K | 0.15% | 135 |
|
|
2019
Q4 | $331K | Buy |
+12,447
| New | +$331K | 0.2% | 113 |
|