Dynamic Advisor Solutions’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
39,739
+982
+3% +$32K 0.04% 391
2025
Q1
$1.14M Buy
38,757
+3,458
+10% +$102K 0.04% 389
2024
Q4
$1.14M Sell
35,299
-2,947
-8% -$95.1K 0.05% 290
2024
Q3
$1.32M Buy
38,246
+2,360
+7% +$81.5K 0.04% 388
2024
Q2
$1.2M Buy
35,886
+383
+1% +$12.8K 0.04% 409
2024
Q1
$1.32M Buy
35,503
+3,257
+10% +$121K 0.04% 380
2023
Q4
$1.12M Buy
32,246
+2,056
+7% +$71.2K 0.04% 393
2023
Q3
$928K Buy
30,190
+4,100
+16% +$126K 0.04% 370
2023
Q2
$890K Sell
26,090
-1,278
-5% -$43.6K 0.05% 370
2023
Q1
$819K Sell
27,368
-11,684
-30% -$350K 0.05% 362
2022
Q4
$1.21M Buy
39,052
+28,948
+287% +$897K 0.08% 248
2022
Q3
$269K Sell
10,104
-30
-0.3% -$799 0.02% 555
2022
Q2
$294K Sell
10,134
-126
-1% -$3.66K 0.02% 536
2022
Q1
$384K Buy
10,260
+2,334
+29% +$87.4K 0.03% 492
2021
Q4
$298K Sell
7,926
-2,381
-23% -$89.5K 0.02% 566
2021
Q3
$307K Buy
10,307
+2,499
+32% +$74.4K 0.02% 568
2021
Q2
$250K Buy
7,808
+14
+0.2% +$448 0.02% 601
2021
Q1
$251K Sell
7,794
-525
-6% -$16.9K 0.02% 550
2020
Q4
$252K Sell
8,319
-153
-2% -$4.64K 0.02% 541
2020
Q3
$219K Sell
8,472
-1,425
-14% -$36.8K 0.02% 504
2020
Q2
$230K Buy
+9,897
New +$230K 0.03% 442
2020
Q1
Sell
-9,696
Closed -$234K 491
2019
Q4
$234K Buy
+9,696
New +$234K 0.03% 465
2019
Q3
Sell
-8,043
Closed -$207K 520
2019
Q2
$207K Buy
+8,043
New +$207K 0.03% 449
2018
Q4
Sell
-13,512
Closed -$334K 400
2018
Q3
$334K Buy
13,512
+954
+8% +$23.6K 0.07% 281
2018
Q2
$267K Sell
12,558
-147
-1% -$3.13K 0.06% 318
2018
Q1
$235K Buy
+12,705
New +$235K 0.06% 301