Avantax Advisory Services’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
$6.03M Buy
184,762
+13,777
+8% +$450K 0.03% 397
2025
Q1
$5.03M Sell
170,985
-9,725
-5% -$286K 0.03% 413
2024
Q4
$5.83M Buy
180,710
+20,811
+13% +$672K 0.04% 352
2024
Q3
$5.52M Buy
159,899
+20,378
+15% +$704K 0.04% 366
2024
Q2
$4.67M Buy
139,521
+57,208
+70% +$1.91M 0.03% 394
2024
Q1
$3.05M Sell
82,313
-17,755
-18% -$658K 0.03% 424
2023
Q4
$3.47M Buy
100,068
+23,085
+30% +$800K 0.03% 354
2023
Q3
$2.37M Sell
76,983
-25,043
-25% -$770K 0.03% 417
2023
Q2
$3.48M Sell
102,026
-5,639
-5% -$192K 0.04% 321
2023
Q1
$3.22M Sell
107,665
-993
-0.9% -$29.7K 0.04% 332
2022
Q4
$3.37M Sell
108,658
-15,090
-12% -$467K 0.04% 301
2022
Q3
$3.3M Sell
123,748
-5,063
-4% -$135K 0.05% 276
2022
Q2
$3.74M Buy
128,811
+13,123
+11% +$381K 0.06% 251
2022
Q1
$4.33M Sell
115,688
-574
-0.5% -$21.5K 0.06% 233
2021
Q4
$4.37M Buy
116,262
+1,449
+1% +$54.5K 0.07% 222
2021
Q3
$3.42M Buy
114,813
+10,456
+10% +$311K 0.06% 249
2021
Q2
$3.34M Buy
104,357
+6,191
+6% +$198K 0.06% 238
2021
Q1
$3.15M Buy
98,166
+11,175
+13% +$359K 0.07% 213
2020
Q4
$2.63M Sell
86,991
-77,322
-47% -$2.34M 0.06% 215
2020
Q3
$4.25M Buy
164,313
+91,725
+126% +$2.37M 0.07% 227
2020
Q2
$1.69M Buy
72,588
+1,731
+2% +$40.3K 0.05% 252
2020
Q1
$1.35M Sell
70,857
-1,350
-2% -$25.8K 0.04% 254
2019
Q4
$1.74M Buy
72,207
+27,507
+62% +$664K 0.04% 238
2019
Q3
$1.04M Buy
44,700
+1,200
+3% +$27.8K 0.04% 205
2019
Q2
$1.12M Buy
43,500
+11,721
+37% +$302K 0.05% 176
2019
Q1
$793K Buy
31,779
+1,269
+4% +$31.7K 0.04% 211
2018
Q4
$633K Buy
+30,510
New +$633K 0.11% 188