FFM
Forum Financial Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
22,375
+2,171
| +11% | +$70.8K | 0.01% | 288 |
|
|
2025
Q1 | $595K | Buy |
20,204
+108
| +0.5% | +$3.18K | 0.01% | 315 |
|
|
2024
Q4 | $648K | Buy |
20,096
+1,080
| +6% | +$34.9K | 0.01% | 300 |
|
|
2024
Q3 | $657K | Buy |
19,016
+125
| +0.7% | +$4.32K | 0.01% | 258 |
|
|
2024
Q2 | $632K | Buy |
18,891
+56
| +0.3% | +$1.87K | 0.01% | 244 |
|
|
2024
Q1 | $698K | Sell |
18,835
-24
| -0.1% | -$890 | 0.01% | 248 |
|
|
2023
Q4 | $654K | Sell |
18,859
-5,394
| -22% | -$187K | 0.01% | 228 |
|
|
2023
Q3 | $746K | Buy |
24,253
+208
| +0.9% | +$6.4K | 0.02% | 200 |
|
|
2023
Q2 | $820K | Buy |
24,045
+6,253
| +35% | +$213K | 0.02% | 186 |
|
|
2023
Q1 | $533K | Sell |
17,792
-69
| -0.4% | -$2.07K | 0.02% | 249 |
|
|
2022
Q4 | $553K | Buy |
17,861
+451
| +3% | +$14K | 0.02% | 232 |
|
|
2022
Q3 | $464K | Hold |
17,410
| – | – | 0.02% | 232 |
|
|
2022
Q2 | $506K | Sell |
17,410
-749
| -4% | -$21.8K | 0.03% | 234 |
|
|
2022
Q1 | $680K | Buy |
18,159
+744
| +4% | +$27.9K | 0.03% | 187 |
|
|
2021
Q4 | $655K | Buy |
+17,415
| New | +$655K | 0.03% | 187 |
|