Foundations Investment Advisors’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
39,543
-40
-0.1% -$1.31K 0.02% 375
2025
Q1
$1.16M Sell
39,583
-1,372
-3% -$40.4K 0.02% 373
2024
Q4
$1.32M Sell
40,955
-5,124
-11% -$165K 0.03% 357
2024
Q3
$1.59M Sell
46,079
-4,819
-9% -$166K 0.03% 298
2024
Q2
$1.7M Buy
50,898
+13,700
+37% +$458K 0.04% 253
2024
Q1
$1.38M Buy
37,198
+2,482
+7% +$92K 0.04% 275
2023
Q4
$1.26M Sell
34,716
-658
-2% -$23.9K 0.03% 274
2023
Q3
$1.09M Buy
35,374
+3,489
+11% +$107K 0.03% 274
2023
Q2
$1.09M Buy
31,885
+2,670
+9% +$91K 0.04% 255
2023
Q1
$875K Buy
29,215
+540
+2% +$16.2K 0.03% 256
2022
Q4
$888K Buy
28,675
+798
+3% +$24.7K 0.04% 212
2022
Q3
$743K Sell
27,877
-1,617
-5% -$43.1K 0.03% 199
2022
Q2
$852K Buy
29,494
+1,515
+5% +$43.8K 0.04% 170
2022
Q1
$981K Sell
27,979
-4,944
-15% -$173K 0.04% 130
2021
Q4
$1.21M Sell
32,923
-1,904
-5% -$69.7K 0.05% 109
2021
Q3
$1.1M Sell
34,827
-31
-0.1% -$975 0.05% 105
2021
Q2
$1.11M Buy
34,858
+199
+0.6% +$6.34K 0.05% 100
2021
Q1
$1.12M Buy
34,659
+57
+0.2% +$1.84K 0.06% 86
2020
Q4
$1.11M Sell
34,602
-22,149
-39% -$707K 0.07% 74
2020
Q3
$1.46M Buy
56,751
+20,895
+58% +$537K 0.32% 49
2020
Q2
$823K Sell
35,856
-2,457
-6% -$56.4K 0.07% 87
2020
Q1
$700K Buy
38,313
+21
+0.1% +$384 0.08% 62
2019
Q4
$926K Sell
38,292
-12
-0% -$290 0.11% 73
2019
Q3
$855K Buy
+38,304
New +$855K 0.11% 77