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