BWFA
Baltimore-Washington Financial Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
7,065
-120
| -2% | -$3.92K | 0.01% | 158 |
|
|
2025
Q1 | $211K | Buy |
7,185
+120
| +2% | +$3.53K | 0.01% | 148 |
|
|
2024
Q4 | $228K | Hold |
7,065
| – | – | 0.01% | 138 |
|
|
2024
Q3 | $244K | Sell |
7,065
-43
| -0.6% | -$1.49K | 0.01% | 132 |
|
|
2024
Q2 | $238K | Hold |
7,108
| – | – | 0.01% | 126 |
|
|
2024
Q1 | $263K | Sell |
7,108
-217
| -3% | -$8.04K | 0.02% | 112 |
|
|
2023
Q4 | $254K | Sell |
7,325
-1,606
| -18% | -$55.7K | 0.02% | 128 |
|
|
2023
Q3 | $275K | Sell |
8,931
-1,118
| -11% | -$34.4K | 0.02% | 122 |
|
|
2023
Q2 | $343K | Sell |
10,049
-620
| -6% | -$21.1K | 0.03% | 112 |
|
|
2023
Q1 | $319K | Hold |
10,669
| – | – | 0.03% | 116 |
|
|
2022
Q4 | $331K | Sell |
10,669
-2,158
| -17% | -$66.9K | 0.03% | 114 |
|
|
2022
Q3 | $341K | Buy |
12,827
+350
| +3% | +$9.31K | 0.03% | 118 |
|
|
2022
Q2 | $362K | Sell |
12,477
-926
| -7% | -$26.9K | 0.04% | 99 |
|
|
2022
Q1 | $1.29M | Buy |
+13,403
| New | +$1.29M | 0.13% | 95 |
|
|
2021
Q4 | – | Sell |
-38,186
| Closed | -$1.14M | – | 87 |
|
|
2021
Q3 | $1.14M | Sell |
38,186
-952
| -2% | -$28.3K | 0.1% | 90 |
|
|
2021
Q2 | $1.26M | Buy |
39,138
+25,735
| +192% | +$825K | 0.12% | 87 |
|
|
2021
Q1 | $1.29M | Hold |
13,403
| – | – | 0.13% | 85 |
|
|
2020
Q4 | $1.22M | Buy |
13,403
+335
| +3% | +$30.4K | 0.13% | 84 |
|
|
2020
Q3 | $1.01M | Buy |
13,068
+13,043
| +52,172% | +$1.01M | 0.13% | 83 |
|
|
2020
Q2 | $942K | Sell |
25
-14,556
| -100% | -$548M | 0.13% | 87 |
|
|
2020
Q1 | $835K | Buy |
+14,581
| New | +$835K | 0.15% | 85 |
|