Financial Advocates Investment 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 | – | Sell |
-17,027
| Closed | -$501K | – | 637 |
|
|
2025
Q1 | $501K | Sell |
17,027
-1,191
| -7% | -$35.1K | 0.04% | 418 |
|
|
2024
Q4 | $588K | Buy |
18,218
+11,268
| +162% | +$364K | 0.03% | 410 |
|
|
2024
Q3 | $240K | Buy |
6,950
+216
| +3% | +$7.46K | 0.01% | 666 |
|
|
2024
Q2 | $225K | Buy |
6,734
+895
| +15% | +$29.9K | 0.01% | 647 |
|
|
2024
Q1 | $216K | Buy |
5,839
+2
| +0% | +$74 | 0.01% | 693 |
|
|
2023
Q4 | $202K | Sell |
5,837
-4,036
| -41% | -$140K | 0.01% | 682 |
|
|
2023
Q3 | $304K | Sell |
9,873
-2,229
| -18% | -$68.5K | 0.02% | 516 |
|
|
2023
Q2 | $413K | Buy |
12,102
+351
| +3% | +$12K | 0.03% | 441 |
|
|
2023
Q1 | $352K | Buy |
11,751
+4,303
| +58% | +$129K | 0.03% | 500 |
|
|
2022
Q4 | $231K | Buy |
+7,448
| New | +$231K | 0.02% | 628 |
|
|
2022
Q3 | – | Sell |
-7,834
| Closed | -$228K | – | 761 |
|
|
2022
Q2 | $228K | Sell |
7,834
-1,445
| -16% | -$42.1K | 0.02% | 578 |
|
|
2022
Q1 | $347K | Sell |
9,279
-763
| -8% | -$28.5K | 0.02% | 534 |
|
|
2021
Q4 | $378K | Buy |
10,042
+341
| +4% | +$12.8K | 0.02% | 558 |
|
|
2021
Q3 | $289K | Buy |
+9,701
| New | +$289K | 0.02% | 619 |
|
|
2018
Q4 | – | Sell |
-12,279
| Closed | -$303K | – | 437 |
|
|
2018
Q3 | $303K | Buy |
12,279
+495
| +4% | +$12.2K | 0.03% | 387 |
|
|
2018
Q2 | $253K | Sell |
11,784
-825
| -7% | -$17.7K | 0.03% | 411 |
|
|
2018
Q1 | $234K | Buy |
12,609
+204
| +2% | +$3.79K | 0.03% | 421 |
|
|
2017
Q4 | $227K | Buy |
+12,405
| New | +$227K | 0.03% | 423 |
|