Creative Planning’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 | $26.2M | Buy |
803,601
+113,966
| +17% | +$3.72M | 0.02% | 282 |
|
|
2025
Q1 | $20.3M | Sell |
689,635
-13,704
| -2% | -$403K | 0.02% | 322 |
|
|
2024
Q4 | $22.7M | Buy |
703,339
+68,643
| +11% | +$2.22M | 0.02% | 270 |
|
|
2024
Q3 | $21.9M | Buy |
634,696
+13,613
| +2% | +$470K | 0.02% | 265 |
|
|
2024
Q2 | $20.8M | Buy |
621,083
+134,104
| +28% | +$4.49M | 0.02% | 261 |
|
|
2024
Q1 | $18.1M | Buy |
486,979
+47,628
| +11% | +$1.77M | 0.02% | 289 |
|
|
2023
Q4 | $15.2M | Buy |
439,351
+18,675
| +4% | +$647K | 0.03% | 298 |
|
|
2023
Q3 | $12.9M | Sell |
420,676
-21,455
| -5% | -$660K | 0.02% | 307 |
|
|
2023
Q2 | $15.1M | Buy |
442,131
+20,905
| +5% | +$713K | 0.02% | 269 |
|
|
2023
Q1 | $12.6M | Sell |
421,226
-10,666
| -2% | -$319K | 0.02% | 296 |
|
|
2022
Q4 | $13.4M | Buy |
431,892
+33,844
| +9% | +$1.05M | 0.02% | 271 |
|
|
2022
Q3 | $10.6M | Sell |
398,048
-1,612
| -0.4% | -$42.9K | 0.02% | 292 |
|
|
2022
Q2 | $11.6M | Buy |
399,660
+30,496
| +8% | +$886K | 0.02% | 291 |
|
|
2022
Q1 | $13.8M | Sell |
369,164
-654
| -0.2% | -$24.5K | 0.02% | 271 |
|
|
2021
Q4 | $13.9M | Sell |
369,818
-23,717
| -6% | -$892K | 0.02% | 233 |
|
|
2021
Q3 | $11.7M | Sell |
393,535
-14,389
| -4% | -$428K | 0.02% | 242 |
|
|
2021
Q2 | $13.1M | Sell |
407,924
-53,350
| -12% | -$1.71M | 0.02% | 224 |
|
|
2021
Q1 | $14.8M | Sell |
461,274
-35,151
| -7% | -$1.13M | 0.03% | 214 |
|
|
2020
Q4 | $15M | Buy |
496,425
+10,647
| +2% | +$322K | 0.03% | 193 |
|
|
2020
Q3 | $12.6M | Buy |
485,778
+30,315
| +7% | +$785K | 0.03% | 177 |
|
|
2020
Q2 | $10.6M | Buy |
455,463
+534
| +0.1% | +$12.4K | 0.03% | 184 |
|
|
2020
Q1 | $8.69M | Buy |
454,929
+15,168
| +3% | +$290K | 0.03% | 180 |
|
|
2019
Q4 | $10.6M | Sell |
439,761
-2,502
| -0.6% | -$60.3K | 0.03% | 180 |
|
|
2019
Q3 | $10.2M | Sell |
442,263
-2,187
| -0.5% | -$50.5K | 0.03% | 174 |
|
|
2019
Q2 | $11.5M | Sell |
444,450
-3,204
| -0.7% | -$82.6K | 0.04% | 160 |
|
|
2019
Q1 | $11.2M | Sell |
447,654
-28,965
| -6% | -$722K | 0.04% | 150 |
|
|
2018
Q4 | $9.87M | Buy |
476,619
+17,613
| +4% | +$365K | 0.04% | 146 |
|
|
2018
Q3 | $11.3M | Sell |
459,006
-21,432
| -4% | -$529K | 0.04% | 148 |
|
|
2018
Q2 | $10.2M | Buy |
480,438
+27,789
| +6% | +$591K | 0.04% | 153 |
|
|
2018
Q1 | $8.41M | Buy |
452,649
+1,209
| +0.3% | +$22.5K | 0.03% | 164 |
|
|
2017
Q4 | $8.28M | Buy |
451,440
+24,570
| +6% | +$451K | 0.04% | 167 |
|
|
2017
Q3 | $7.72M | Sell |
426,870
-1,914
| -0.4% | -$34.6K | 0.04% | 170 |
|
|
2017
Q2 | $7.8M | Buy |
428,784
+3,138
| +0.7% | +$57.1K | 0.04% | 165 |
|
|
2017
Q1 | $6.61M | Sell |
425,646
-61,047
| -13% | -$947K | 0.04% | 183 |
|
|
2016
Q4 | $5.83M | Sell |
486,693
-18,696
| -4% | -$224K | 0.04% | 190 |
|
|
2016
Q3 | $5.14M | Buy |
505,389
+176,523
| +54% | +$1.79M | 0.03% | 190 |
|
|
2016
Q2 | $2.86M | Buy |
328,866
+18,261
| +6% | +$159K | 0.02% | 261 |
|
|
2016
Q1 | $2.67M | Sell |
310,605
-36,936
| -11% | -$317K | 0.02% | 264 |
|
|
2015
Q4 | $3.01M | Buy |
347,541
+32,028
| +10% | +$277K | 0.02% | 233 |
|
|
2015
Q3 | $2.83M | Buy |
315,513
+10,743
| +4% | +$96.3K | 0.03% | 230 |
|
|
2015
Q2 | $3.32M | Buy |
304,770
+105,126
| +53% | +$1.14M | 0.03% | 199 |
|
|
2015
Q1 | $2.2M | Buy |
199,644
+20,838
| +12% | +$230K | 0.02% | 260 |
|
|
2014
Q4 | $2.16M | Buy |
178,806
+31,596
| +21% | +$382K | 0.02% | 256 |
|
|
2014
Q3 | $1.57M | Buy |
147,210
+14,664
| +11% | +$157K | 0.02% | 293 |
|
|
2014
Q2 | $1.36M | Buy |
132,546
+20,373
| +18% | +$209K | 0.02% | 307 |
|
|
2014
Q1 | $1.08M | Buy |
112,173
+1,980
| +2% | +$19.1K | 0.02% | 345 |
|
|
2013
Q4 | $1.06M | Sell |
110,193
-30,036
| -21% | -$288K | 0.02% | 287 |
|
|
2013
Q3 | $1.2M | Buy |
140,229
+1,338
| +1% | +$11.5K | 0.02% | 233 |
|
|
2013
Q2 | $1.07M | Buy |
+138,891
| New | +$1.07M | 0.03% | 216 |
|