Avantax Planning Partners’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 | $397K | Sell |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $451K | Buy |
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|
2024
Q3 | $482K | Sell |
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|
2024
Q2 | $541K | Sell |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $556K | Sell |
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|
2023
Q3 | $493K | Buy |
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|
2023
Q2 | $470K | Hold |
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|
2023
Q1 | $413K | Hold |
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|
2022
Q4 | $427K | Hold |
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|
2022
Q3 | $367K | Sell |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $537K | Sell |
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|
2021
Q4 | $552K | Hold |
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|
2021
Q3 | $437K | Hold |
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|
2021
Q2 | $471K | Buy |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $409K | Sell |
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|
2020
Q3 | $409K | Sell |
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $332K | Sell |
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|
2019
Q4 | $450K | Buy |
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|
2019
Q3 | $430K | Buy |
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|
2019
Q2 | $478K | Sell |
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|
2019
Q1 | $483K | Buy |
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|
2018
Q4 | $343K | Buy |
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|
2018
Q3 | $365K | Hold |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $312K | Sell |
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|
2017
Q4 | $361K | Sell |
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|
2017
Q3 | $528K | Buy |
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|
2017
Q2 | $471K | Buy |
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|
2017
Q1 | $372K | Buy |
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|
2016
Q4 | $204K | Buy |
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