Capital Asset Advisory Services’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
$375K Buy
11,216
+138
+1% +$4.62K 0.02% 203
2025
Q1
$329K Sell
11,078
-3,380
-23% -$101K 0.02% 214
2024
Q4
$468K Buy
14,458
+2,761
+24% +$89.3K 0.02% 189
2024
Q3
$396K Sell
11,697
-1,422
-11% -$48.2K 0.02% 214
2024
Q2
$426K Buy
13,119
+958
+8% +$31.1K 0.02% 198
2024
Q1
$441K Sell
12,161
-3,511
-22% -$127K 0.03% 196
2023
Q4
$543K Buy
15,672
+914
+6% +$31.7K 0.03% 185
2023
Q3
$466K Buy
14,758
+849
+6% +$26.8K 0.03% 200
2023
Q2
$468K Buy
13,909
+3,043
+28% +$102K 0.03% 212
2023
Q1
$325K Buy
10,866
+113
+1% +$3.38K 0.02% 242
2022
Q4
$334K Sell
10,753
-1,062
-9% -$33K 0.03% 252
2022
Q3
$315K Buy
11,815
+1,314
+13% +$35K 0.04% 236
2022
Q2
$305K Buy
10,501
+42
+0.4% +$1.22K 0.03% 309
2022
Q1
$392K Sell
10,459
-27
-0.3% -$1.01K 0.04% 283
2021
Q4
$394K Sell
10,486
-143
-1% -$5.37K 0.04% 293
2021
Q3
$316K Hold
10,629
0.04% 326
2021
Q2
$341K Sell
10,629
-1,668
-14% -$53.5K 0.04% 338
2021
Q1
$395K Buy
12,297
+3,360
+38% +$108K 0.06% 297
2020
Q4
$270K Buy
8,937
+327
+4% +$9.88K 0.05% 298
2020
Q3
$223K Hold
8,610
0.05% 281
2020
Q2
$216K Buy
+8,610
New +$216K 0.05% 307
2020
Q1
Sell
-10,197
Closed -$267K 520
2019
Q4
$267K Sell
10,197
-1,323
-11% -$34.6K 0.06% 295
2019
Q3
$266K Hold
11,520
0.18% 96
2019
Q2
$297K Buy
11,520
+1,197
+12% +$30.9K 0.23% 86
2019
Q1
$257K Sell
10,323
-1,557
-13% -$38.8K 0.33% 62
2018
Q4
$246K Buy
11,880
+360
+3% +$7.46K 0.24% 91
2018
Q3
$284K Hold
11,520
0.24% 88
2018
Q2
$245K Hold
11,520
0.22% 85
2018
Q1
$214K Hold
11,520
0.2% 97
2017
Q4
$211K Hold
11,520
0.19% 105
2017
Q3
$208K Hold
11,520
0.19% 105
2017
Q2
$207K Buy
+11,520
New +$207K 0.13% 126