Caldwell Trust’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
11,173
+1,680
|
|
||||
|
2025
Q1 | $279K | Sell |
9,493
-112
|
|
||||
|
2024
Q4 | $310K | Sell |
9,605
-141
|
|
||||
|
2024
Q3 | $337K | Sell |
9,746
-172
|
|
||||
|
2024
Q2 | $332K | Sell |
9,918
-295
|
|
||||
|
2024
Q1 | $379K | Buy |
10,213
+1,746
|
|
||||
|
2023
Q4 | $294K | Buy |
8,467
+49
|
|
||||
|
2023
Q3 | $259K | Sell |
8,418
-48
|
|
||||
|
2023
Q2 | $289K | Hold |
8,466
|
|
||||
|
2023
Q1 | $253K | Sell |
8,466
-1,287
|
|
||||
|
2022
Q4 | $302K | Buy |
9,753
+48
|
|
||||
|
2022
Q3 | $259K | Hold |
9,705
|
|
||||
|
2022
Q2 | $282K | Hold |
9,705
|
|
||||
|
2022
Q1 | $363K | Hold |
9,705
|
|
||||
|
2021
Q4 | $365K | Hold |
9,705
|
|
||||
|
2021
Q3 | $289K | Buy |
9,705
+6,470
|
|
||||
|
2021
Q2 | $104K | Sell |
3,235
-6,470
|
|
||||
|
2021
Q1 | $312K | Sell |
9,705
-690
|
|
||||
|
2020
Q4 | $314K | Hold |
10,395
|
|
||||
|
2020
Q3 | $269K | Sell |
10,395
-1,140
|
|
||||
|
2020
Q2 | $268K | Hold |
11,535
|
|
||||
|
2020
Q1 | $220K | Sell |
11,535
-1,125
|
|
||||
|
2019
Q4 | $305K | Buy |
+12,660
|
|