Concurrent Investment Advisors’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.76M | Buy |
53,873
+698
| +1% | +$22.8K | 0.03% | 458 |
|
2025
Q1 | $1.56M | Buy |
53,175
+9,094
| +21% | +$268K | 0.04% | 418 |
|
2024
Q4 | $1.42M | Buy |
44,081
+3,314
| +8% | +$107K | 0.04% | 403 |
|
2024
Q3 | $1.41M | Buy |
40,767
+408
| +1% | +$14.1K | 0.04% | 388 |
|
2024
Q2 | $1.35M | Buy |
40,359
+12,776
| +46% | +$427K | 0.04% | 363 |
|
2024
Q1 | $1.02M | Buy |
27,583
+1,651
| +6% | +$61.2K | 0.04% | 365 |
|
2023
Q4 | $899K | Buy |
+25,932
| New | +$899K | 0.04% | 351 |
|