APP
Avantax Planning Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
12,170
-143
| -1% | -$4.67K | 0.01% | 301 |
|
|
2025
Q1 | $362K | Sell |
12,313
-1,674
| -12% | -$49.3K | 0.01% | 306 |
|
|
2024
Q4 | $451K | Buy |
13,987
+30
| +0.2% | +$968 | 0.02% | 273 |
|
|
2024
Q3 | $482K | Sell |
13,957
-2,205
| -14% | -$76.1K | 0.02% | 264 |
|
|
2024
Q2 | $541K | Sell |
16,162
-23
| -0.1% | -$769 | 0.02% | 274 |
|
|
2024
Q1 | $600K | Buy |
16,185
+141
| +0.9% | +$5.23K | 0.02% | 268 |
|
|
2023
Q4 | $556K | Sell |
16,044
-3
| -0% | -$104 | 0.02% | 225 |
|
|
2023
Q3 | $493K | Buy |
16,047
+2,253
| +16% | +$69.3K | 0.02% | 226 |
|
|
2023
Q2 | $470K | Hold |
13,794
| – | – | 0.02% | 240 |
|
|
2023
Q1 | $413K | Hold |
13,794
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $427K | Hold |
13,794
| – | – | 0.02% | 250 |
|
|
2022
Q3 | $367K | Sell |
13,794
-387
| -3% | -$10.3K | 0.02% | 257 |
|
|
2022
Q2 | $412K | Sell |
14,181
-163
| -1% | -$4.74K | 0.02% | 236 |
|
|
2022
Q1 | $537K | Sell |
14,344
-350
| -2% | -$13.1K | 0.02% | 221 |
|
|
2021
Q4 | $552K | Hold |
14,694
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $437K | Hold |
14,694
| – | – | 0.02% | 213 |
|
|
2021
Q2 | $471K | Buy |
14,694
+10,096
| +220% | +$324K | 0.02% | 205 |
|
|
2021
Q1 | $443K | Buy |
4,598
+94
| +2% | +$9.06K | 0.02% | 203 |
|
|
2020
Q4 | $409K | Sell |
4,504
-762
| -14% | -$69.2K | 0.02% | 199 |
|
|
2020
Q3 | $409K | Sell |
5,266
-197
| -4% | -$15.3K | 0.02% | 200 |
|
|
2020
Q2 | $381K | Sell |
5,463
-339
| -6% | -$23.6K | 0.02% | 196 |
|
|
2020
Q1 | $332K | Sell |
5,802
-412
| -7% | -$23.6K | 0.02% | 193 |
|
|
2019
Q4 | $450K | Buy |
6,214
+1
| +0% | +$72 | 0.03% | 186 |
|
|
2019
Q3 | $430K | Buy |
6,213
+29
| +0.5% | +$2.01K | 0.03% | 191 |
|
|
2019
Q2 | $478K | Sell |
6,184
-273
| -4% | -$21.1K | 0.03% | 178 |
|
|
2019
Q1 | $483K | Buy |
6,457
+944
| +17% | +$70.6K | 0.03% | 168 |
|
|
2018
Q4 | $343K | Buy |
5,513
+587
| +12% | +$36.5K | 0.03% | 180 |
|
|
2018
Q3 | $365K | Hold |
4,926
| – | – | 0.03% | 170 |
|
|
2018
Q2 | $314K | Sell |
4,926
-677
| -12% | -$43.2K | 0.03% | 178 |
|
|
2018
Q1 | $312K | Sell |
5,603
-956
| -15% | -$53.2K | 0.03% | 222 |
|
|
2017
Q4 | $361K | Sell |
6,559
-3,164
| -33% | -$174K | 0.03% | 209 |
|
|
2017
Q3 | $528K | Buy |
9,723
+1,086
| +13% | +$59K | 0.04% | 201 |
|
|
2017
Q2 | $471K | Buy |
8,637
+647
| +8% | +$35.3K | 0.04% | 199 |
|
|
2017
Q1 | $372K | Buy |
7,990
+2,323
| +41% | +$108K | 0.03% | 218 |
|
|
2016
Q4 | $204K | Buy |
+5,667
| New | +$204K | 0.02% | 294 |
|