CIA
Choate Investment Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
19,970
-363
| -2% | -$11.8K | 0.01% | 244 |
|
|
2025
Q1 | $598K | Sell |
20,333
-924
| -4% | -$27.2K | 0.01% | 236 |
|
|
2024
Q4 | $686K | Buy |
21,257
+1,417
| +7% | +$45.7K | 0.02% | 230 |
|
|
2024
Q3 | $685K | Sell |
19,840
-660
| -3% | -$22.8K | 0.02% | 229 |
|
|
2024
Q2 | $686K | Sell |
20,500
-41
| -0.2% | -$1.37K | 0.02% | 224 |
|
|
2024
Q1 | $761K | Sell |
20,541
-1,359
| -6% | -$50.4K | 0.02% | 224 |
|
|
2023
Q4 | $759K | Buy |
21,900
+5,328
| +32% | +$185K | 0.02% | 213 |
|
|
2023
Q3 | $510K | Buy |
16,572
+2,059
| +14% | +$63.3K | 0.02% | 237 |
|
|
2023
Q2 | $495K | Buy |
14,513
+3,840
| +36% | +$131K | 0.02% | 207 |
|
|
2023
Q1 | $320K | Hold |
10,673
| – | – | 0.02% | 222 |
|
|
2022
Q4 | $331K | Sell |
10,673
-1,065
| -9% | -$33K | 0.02% | 212 |
|
|
2022
Q3 | $313K | Buy |
11,738
+114
| +1% | +$3.04K | 0.02% | 197 |
|
|
2022
Q2 | $338K | Buy |
11,624
+653
| +6% | +$19K | 0.02% | 200 |
|
|
2022
Q1 | $411K | Sell |
10,971
-765
| -7% | -$28.7K | 0.02% | 211 |
|
|
2021
Q4 | $441K | Hold |
11,736
| – | – | 0.03% | 197 |
|
|
2021
Q3 | $349K | Sell |
11,736
-558
| -5% | -$16.6K | 0.02% | 206 |
|
|
2021
Q2 | $394K | Buy |
12,294
+8,223
| +202% | +$264K | 0.02% | 195 |
|
|
2021
Q1 | $393K | Buy |
4,071
+12
| +0.3% | +$1.16K | 0.02% | 195 |
|
|
2020
Q4 | $368K | Hold |
4,059
| – | – | 0.02% | 189 |
|
|
2020
Q3 | $315K | Hold |
4,059
| – | – | 0.02% | 196 |
|
|
2020
Q2 | $283K | Sell |
4,059
-72
| -2% | -$5.02K | 0.02% | 207 |
|
|
2020
Q1 | $237K | Hold |
4,131
| – | – | 0.02% | 216 |
|
|
2019
Q4 | $299K | Sell |
4,131
-160
| -4% | -$11.6K | 0.02% | 192 |
|
|
2019
Q3 | $297K | Sell |
4,291
-2,000
| -32% | -$138K | 0.02% | 191 |
|
|
2019
Q2 | $487K | Hold |
6,291
| – | – | 0.03% | 162 |
|
|
2019
Q1 | $471K | Buy |
6,291
+2,540
| +68% | +$190K | 0.03% | 164 |
|
|
2018
Q4 | $233K | Sell |
3,751
-4,090
| -52% | -$254K | 0.02% | 202 |
|
|
2018
Q3 | $581K | Hold |
7,841
| – | – | 0.03% | 127 |
|
|
2018
Q2 | $500K | Sell |
7,841
-18
| -0.2% | -$1.15K | 0.03% | 155 |
|
|
2018
Q1 | $438K | Hold |
7,859
| – | – | 0.02% | 175 |
|
|
2017
Q4 | $432K | Sell |
7,859
-140
| -2% | -$7.7K | 0.02% | 179 |
|
|
2017
Q3 | $434K | Buy |
7,999
+4,018
| +101% | +$218K | 0.02% | 181 |
|
|
2017
Q2 | $217K | Buy |
+3,981
| New | +$217K | 0.01% | 231 |
|