Caldwell Trust’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.36M | Buy |
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|
2025
Q2 | $365K | Buy |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $365K | Hold |
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|
2021
Q3 | $289K | Buy |
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|
2021
Q2 | $104K | Sell |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $314K | Hold |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $305K | Buy |
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