Financial Consulate’s CSX Corp CSX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,961	Closed	-$448K	–	59
2023 Q1	$448K	Sell	14,961 -1,046	-7%	-$31.3K	0.16%	77
2022 Q4	$496K	Buy	16,007 +22	+0.1%	+$682	0.17%	73
2022 Q3	$426K	Sell	15,985 -4,447	-22%	-$119K	0.18%	70
2022 Q2	$594K	Hold	20,432	–	–	0.28%	48
2022 Q1	$765K	Buy	20,432 +3,928	+24%	+$147K	0.29%	46
2021 Q4	$621K	Buy	16,504 +37	+0.2%	+$1.39K	0.22%	57
2021 Q3	$490K	Hold	16,467	–	–	0.18%	66
2021 Q2	$528K	Buy	16,467 +8,978	+120%	+$288K	0.19%	60
2021 Q1	$722K	Sell	7,489 -37	-0.5%	-$3.57K	0.29%	48
2020 Q4	$683K	Sell	7,526 -2,113	-22%	-$192K	0.29%	47
2020 Q3	$749K	Hold	9,639	–	–	0.36%	38
2020 Q2	$672K	Hold	9,639	–	–	0.34%	40
2020 Q1	$552K	Sell	9,639 -415	-4%	-$23.8K	0.33%	48
2019 Q4	$728K	Sell	10,054 -676	-6%	-$48.9K	0.32%	44
2019 Q3	$743K	Sell	10,730 -400	-4%	-$27.7K	0.32%	46
2019 Q2	$861K	Hold	11,130	–	–	0.39%	42
2019 Q1	$833K	Hold	11,130	–	–	0.38%	47
2018 Q4	$692K	Hold	11,130	–	–	0.42%	52
2018 Q3	$824K	Hold	11,130	–	–	0.47%	47
2018 Q2	$710K	Hold	11,130	–	–	0.36%	53
2018 Q1	$620K	Hold	11,130	–	–	0.33%	53
2017 Q4	$612K	Hold	11,130	–	–	0.31%	56
2017 Q3	$604K	Buy	11,130 +2,300	+26%	+$125K	0.33%	55
2017 Q2	$482K	Buy	8,830 +2,080	+31%	+$114K	0.28%	61
2017 Q1	$314K	Sell	6,750 -6,250	-48%	-$291K	0.2%	71
2016 Q4	$467K	Hold	13,000	–	–	0.34%	50
2016 Q3	$397K	Hold	13,000	–	–	0.35%	42
2016 Q2	$339K	Hold	13,000	–	–	0.26%	50
2016 Q1	$335K	Hold	13,000	–	–	0.23%	55
2015 Q4	$337K	Hold	13,000	–	–	0.24%	52
2015 Q3	$350K	Hold	13,000	–	–	0.3%	45
2015 Q2	$424K	Buy	+13,000	New	+$424K	0.31%	42
2015 Q1	–	Sell	-13,000	Closed	-$471K	–	58
2014 Q4	$471K	Buy	+13,000	New	+$471K	0.31%	40