B. Riley Wealth Advisors’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
+34,343
New +$1.12M 0.05% 319
2024
Q4
$3.1M Sell
96,066
-17,150
-15% -$553K 0.1% 202
2024
Q3
$3.89M Sell
113,216
-10,131
-8% -$348K 0.11% 194
2024
Q2
$4.13M Sell
123,347
-6,522
-5% -$218K 0.11% 192
2024
Q1
$3.99M Buy
129,869
+5,123
+4% +$158K 0.11% 187
2023
Q4
$4.32M Sell
124,746
-5,123
-4% -$178K 0.12% 189
2023
Q3
$3.99M Sell
129,869
-337,124
-72% -$10.4M 0.11% 187
2023
Q2
$15.9M Buy
466,993
+329,017
+238% +$11.2M 0.36% 55
2023
Q1
$4.13M Sell
137,976
-4,122
-3% -$123K 0.11% 199
2022
Q4
$4.4M Buy
142,098
+653
+0.5% +$20.2K 0.12% 184
2022
Q3
$3.77M Buy
141,445
+85,123
+151% +$2.27M 0.11% 190
2022
Q2
$1.64M Sell
56,322
-12,532
-18% -$364K 0.07% 285
2022
Q1
$2.58M Sell
68,854
-9,693
-12% -$363K 0.08% 244
2021
Q4
$2.95M Buy
78,547
+1,107
+1% +$41.6K 0.09% 255
2021
Q3
$2.32M Buy
77,440
+8,954
+13% +$268K 0.07% 301
2021
Q2
$2.32M Sell
68,486
-2,530
-4% -$85.7K 0.08% 302
2021
Q1
$2.27M Buy
71,016
+26,607
+60% +$851K 0.08% 281
2020
Q4
$1.34M Sell
44,409
-12,681
-22% -$383K 0.07% 263
2020
Q3
$1.43M Buy
57,090
+13,122
+30% +$329K 0.08% 257
2020
Q2
$1.02M Buy
43,968
+801
+2% +$18.6K 0.07% 274
2020
Q1
$825K Buy
43,167
+11,376
+36% +$217K 0.07% 272
2019
Q4
$767K Buy
31,791
+11,121
+54% +$268K 0.07% 295
2019
Q3
$478K Buy
20,670
+1,290
+7% +$29.8K 0.05% 421
2019
Q2
$501K Sell
19,380
-1,506
-7% -$38.9K 0.05% 375
2019
Q1
$522K Buy
20,886
+33
+0.2% +$825 0.07% 327
2018
Q4
$432K Sell
20,853
-3,150
-13% -$65.3K 0.06% 337
2018
Q3
$593K Buy
24,003
+3,228
+16% +$79.7K 0.07% 309
2018
Q2
$442K Sell
20,775
-804
-4% -$17.1K 0.06% 357
2018
Q1
$401K Sell
21,579
-19,335
-47% -$359K 0.06% 365
2017
Q4
$751K Sell
40,914
-9,909
-19% -$182K 0.1% 224
2017
Q3
$920K Sell
50,823
-5,247
-9% -$95K 0.15% 152
2017
Q2
$1.02M Sell
56,070
-6,720
-11% -$122K 0.19% 146
2017
Q1
$975K Sell
62,790
-11,832
-16% -$184K 0.19% 130
2016
Q4
$894K Sell
74,622
-9,720
-12% -$116K 0.18% 141
2016
Q3
$535K Buy
84,342
+6,999
+9% +$44.4K 0.1% 245
2016
Q2
$417K Buy
77,343
+9,804
+15% +$52.9K 0.08% 297
2016
Q1
$334K Buy
67,539
+34,575
+105% +$171K 0.08% 321
2015
Q4
$286K Sell
32,964
-3,495
-10% -$30.3K 0.06% 378
2015
Q3
$328K Buy
36,459
+1,572
+5% +$14.1K 0.08% 325
2015
Q2
$381K Sell
34,887
-1,362
-4% -$14.9K 0.09% 267
2015
Q1
$400K Buy
36,249
+3,681
+11% +$40.6K 0.1% 275
2014
Q4
$4.8K Buy
32,568
+1,110
+4% +$164 0.1% 254
2014
Q3
$336K Sell
31,458
-33,597
-52% -$359K 0.09% 314
2014
Q2
$356K Buy
65,055
+33,723
+108% +$184K 0.08% 264
2014
Q1
$303K Buy
31,332
+4,236
+16% +$41K 0.09% 262
2013
Q4
$260K Buy
27,096
+10,893
+67% +$105K 0.08% 276
2013
Q3
$139K Sell
16,203
-13,290
-45% -$114K 0.05% 452
2013
Q2
$228K Buy
+29,493
New +$228K 0.08% 288