Congress Wealth Management’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 | $546K | Sell |
16,724
-888
| -5% | -$29K | 0.01% | 898 |
|
|
2025
Q1 | $521K | Sell |
17,612
-16,068
| -48% | -$475K | 0.01% | 807 |
|
|
2024
Q4 | $1.09M | Buy |
+33,680
| New | +$1.09M | 0.01% | 506 |
|
|
2024
Q1 | – | Sell |
-20,206
| Closed | -$701K | – | 590 |
|
|
2023
Q4 | $701K | Buy |
+20,206
| New | +$701K | 0.01% | 421 |
|
|
2022
Q4 | – | Sell |
-8,331
| Closed | -$222K | – | 560 |
|
|
2022
Q3 | $222K | Sell |
8,331
-550
| -6% | -$14.7K | 0.01% | 511 |
|
|
2022
Q2 | $258K | Sell |
8,881
-911
| -9% | -$26.5K | 0.01% | 498 |
|
|
2022
Q1 | $367K | Buy |
9,792
+1,008
| +11% | +$37.8K | 0.01% | 478 |
|
|
2021
Q4 | $330K | Buy |
+8,784
| New | +$330K | 0.01% | 516 |
|