FRG Family Wealth Advisors’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 | $452K | Hold |
13,860
| – | – | 0.08% | 108 |
|
|
2025
Q1 | $408K | Sell |
13,860
-750
| -5% | -$22.1K | 0.08% | 108 |
|
|
2024
Q4 | $471K | Hold |
14,610
| – | – | 0.09% | 107 |
|
|
2024
Q3 | $504K | Hold |
14,610
| – | – | 0.09% | 102 |
|
|
2024
Q2 | $495K | Sell |
14,610
-750
| -5% | -$25.4K | 0.1% | 101 |
|
|
2024
Q1 | $510K | Hold |
15,360
| – | – | 0.1% | 103 |
|
|
2023
Q4 | $533K | Hold |
15,360
| – | – | 0.11% | 97 |
|
|
2023
Q3 | $472K | Sell |
15,360
-120
| -0.8% | -$3.69K | 0.11% | 102 |
|
|
2023
Q2 | $528K | Buy |
15,480
+120
| +0.8% | +$4.09K | 0.12% | 95 |
|
|
2023
Q1 | $460K | Hold |
15,360
| – | – | 0.11% | 105 |
|
|
2022
Q4 | $476K | Hold |
15,360
| – | – | 0.11% | 103 |
|
|
2022
Q3 | $409K | Buy |
15,360
+60
| +0.4% | +$1.6K | 0.1% | 105 |
|
|
2022
Q2 | $445K | Hold |
15,300
| – | – | 0.1% | 102 |
|
|
2022
Q1 | $573K | Hold |
15,300
| – | – | 0.11% | 99 |
|
|
2021
Q4 | $575K | Hold |
15,300
| – | – | 0.11% | 98 |
|
|
2021
Q3 | $455K | Hold |
15,300
| – | – | 0.09% | 101 |
|
|
2021
Q2 | $491K | Buy |
15,300
+1,500
| +11% | +$48.1K | 0.09% | 102 |
|
|
2021
Q1 | $444K | Hold |
13,800
| – | – | 0.09% | 99 |
|
|
2020
Q4 | $417K | Hold |
13,800
| – | – | 0.09% | 98 |
|
|
2020
Q3 | $357K | Hold |
13,800
| – | – | 0.09% | 99 |
|
|
2020
Q2 | $321K | Hold |
13,800
| – | – | 0.08% | 103 |
|
|
2020
Q1 | $264K | Hold |
13,800
| – | – | 0.08% | 97 |
|
|
2019
Q4 | $333K | Hold |
13,800
| – | – | 0.08% | 99 |
|
|
2019
Q3 | $319K | Hold |
13,800
| – | – | 0.08% | 101 |
|
|
2019
Q2 | $356K | Hold |
13,800
| – | – | 0.09% | 102 |
|
|
2019
Q1 | $344K | Hold |
13,800
| – | – | 0.1% | 104 |
|
|
2018
Q4 | $286K | Hold |
13,800
| – | – | 0.09% | 109 |
|
|
2018
Q3 | $341K | Hold |
13,800
| – | – | 0.09% | 118 |
|
|
2018
Q2 | $293K | Sell |
13,800
-3,000
| -18% | -$63.7K | 0.09% | 129 |
|
|
2018
Q1 | $312K | Sell |
16,800
-3,000
| -15% | -$55.7K | 0.1% | 125 |
|
|
2017
Q4 | $363K | Hold |
19,800
| – | – | 0.12% | 119 |
|
|
2017
Q3 | $358K | Hold |
19,800
| – | – | 0.12% | 119 |
|
|
2017
Q2 | $360K | Hold |
19,800
| – | – | 0.13% | 114 |
|
|
2017
Q1 | $312K | Hold |
19,800
| – | – | 0.12% | 116 |
|
|
2016
Q4 | $237K | Hold |
19,800
| – | – | 0.1% | 122 |
|
|
2016
Q3 | $201K | Buy |
+19,800
| New | +$201K | 0.09% | 125 |
|