Blue Bell Private Wealth Management’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 | $444K | Sell |
13,612
-1,676
| -11% | -$54.7K | 0.07% | 154 |
|
|
2025
Q1 | $450K | Sell |
15,288
-1,016
| -6% | -$29.9K | 0.09% | 140 |
|
|
2024
Q4 | $526K | Sell |
16,304
-1,462
| -8% | -$47.2K | 0.1% | 125 |
|
|
2024
Q3 | $613K | Sell |
17,766
-4,082
| -19% | -$141K | 0.12% | 104 |
|
|
2024
Q2 | $731K | Sell |
21,848
-640
| -3% | -$21.4K | 0.15% | 88 |
|
|
2024
Q1 | $834K | Sell |
22,488
-100
| -0.4% | -$3.71K | 0.18% | 79 |
|
|
2023
Q4 | $783K | Buy |
22,588
+60
| +0.3% | +$2.08K | 0.19% | 74 |
|
|
2023
Q3 | $693K | Hold |
22,528
| – | – | 0.19% | 76 |
|
|
2023
Q2 | $768K | Sell |
22,528
-1,500
| -6% | -$51.2K | 0.2% | 68 |
|
|
2023
Q1 | $719K | Sell |
24,028
-1,230
| -5% | -$36.8K | 0.22% | 66 |
|
|
2022
Q4 | $782K | Hold |
25,258
| – | – | 0.26% | 55 |
|
|
2022
Q3 | $673K | Hold |
25,258
| – | – | 0.24% | 55 |
|
|
2022
Q2 | $734K | Sell |
25,258
-617
| -2% | -$17.9K | 0.25% | 50 |
|
|
2022
Q1 | $969K | Buy |
25,875
+50
| +0.2% | +$1.87K | 0.27% | 40 |
|
|
2021
Q4 | $971K | Buy |
+25,825
| New | +$971K | 0.25% | 45 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 213 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 208 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 212 |
|
|
2016
Q4 | – | Sell |
-59,685
| Closed | -$607K | – | 292 |
|
|
2016
Q3 | $607K | Sell |
59,685
-1,251
| -2% | -$12.7K | 0.35% | 43 |
|
|
2016
Q2 | $530K | Sell |
60,936
-2,874
| -5% | -$25K | 0.34% | 45 |
|
|
2016
Q1 | $548K | Buy |
63,810
+3,060
| +5% | +$26.3K | 0.37% | 52 |
|
|
2015
Q4 | $525K | Hold |
60,750
| – | – | 0.36% | 52 |
|
|
2015
Q3 | $545K | Hold |
60,750
| – | – | 0.38% | 48 |
|
|
2015
Q2 | $661K | Hold |
60,750
| – | – | 0.4% | 41 |
|
|
2015
Q1 | $670K | Hold |
60,750
| – | – | 0.4% | 42 |
|
|
2014
Q4 | $733K | Hold |
60,750
| – | – | 0.43% | 41 |
|
|
2014
Q3 | $649K | Hold |
60,750
| – | – | 0.39% | 42 |
|
|
2014
Q2 | $624K | Hold |
60,750
| – | – | 0.38% | 46 |
|
|
2014
Q1 | $587K | Buy |
60,750
+2,100
| +4% | +$20.3K | 0.4% | 45 |
|
|
2013
Q4 | $562K | Buy |
+58,650
| New | +$562K | 0.43% | 44 |
|