DWM
Dakota Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
6,781
-2,864
| -30% | -$93.5K | ﹤0.01% | 707 |
|
|
2025
Q1 | $284K | Sell |
9,645
-1,825
| -16% | -$53.7K | 0.01% | 630 |
|
|
2024
Q4 | $370K | Sell |
11,470
-308
| -3% | -$9.94K | 0.01% | 560 |
|
|
2024
Q3 | $407K | Buy |
11,778
+2,115
| +22% | +$73K | 0.01% | 535 |
|
|
2024
Q2 | $323K | Buy |
9,663
+93
| +1% | +$3.11K | 0.01% | 565 |
|
|
2024
Q1 | $355K | Sell |
9,570
-1,463
| -13% | -$54.2K | 0.01% | 548 |
|
|
2023
Q4 | $382K | Buy |
11,033
+1,070
| +11% | +$37.1K | 0.01% | 463 |
|
|
2023
Q3 | $306K | Sell |
9,963
-1,596
| -14% | -$49.1K | 0.01% | 482 |
|
|
2023
Q2 | $394K | Buy |
11,559
+2,929
| +34% | +$99.9K | 0.02% | 422 |
|
|
2023
Q1 | $258K | Sell |
8,630
-81
| -0.9% | -$2.43K | 0.02% | 499 |
|
|
2022
Q4 | $270K | Buy |
8,711
+21
| +0.2% | +$651 | 0.02% | 463 |
|
|
2022
Q3 | $231K | Sell |
8,690
-955
| -10% | -$25.4K | 0.02% | 465 |
|
|
2022
Q2 | $280K | Buy |
9,645
+666
| +7% | +$19.3K | 0.03% | 380 |
|
|
2022
Q1 | $336K | Buy |
+8,979
| New | +$336K | 0.03% | 342 |
|