GeoWealth 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 | $146K | Buy |
4,472
+573
| +15% | +$18.7K | 0.01% | 729 |
|
|
2025
Q1 | $115K | Sell |
3,899
-2,267
| -37% | -$66.7K | ﹤0.01% | 766 |
|
|
2024
Q4 | $199K | Sell |
6,166
-3,929
| -39% | -$127K | 0.01% | 769 |
|
|
2024
Q3 | $349K | Sell |
10,095
-490
| -5% | -$16.9K | 0.01% | 561 |
|
|
2024
Q2 | $354K | Buy |
10,585
+2,128
| +25% | +$71.2K | 0.02% | 534 |
|
|
2024
Q1 | $314K | Buy |
+8,457
| New | +$314K | 0.01% | 563 |
|