Gladstone Institutional Advisory’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.96M Sell
213,226
-53,923
-20% -$1.76M 0.29% 80
2025
Q1
$7.86M Buy
267,149
+53,943
+25% +$1.59M 0.37% 62
2024
Q4
$6.88M Sell
213,206
-1,122
-0.5% -$36.2K 0.32% 74
2024
Q3
$7.4M Sell
214,328
-78
-0% -$2.69K 0.36% 68
2024
Q2
$7.17M Buy
214,406
+6,127
+3% +$205K 0.37% 67
2024
Q1
$7.72M Sell
208,279
-1,139
-0.5% -$42.2K 0.42% 52
2023
Q4
$7.26M Buy
209,418
+3,423
+2% +$119K 0.41% 56
2023
Q3
$6.33M Buy
205,995
+95
+0% +$2.92K 0.41% 55
2023
Q2
$7.02M Sell
205,900
-301
-0.1% -$10.3K 0.43% 51
2023
Q1
$6.17M Sell
206,201
-1,425
-0.7% -$42.7K 0.4% 59
2022
Q4
$6.43M Sell
207,626
-204,819
-50% -$6.35M 0.45% 49
2022
Q3
$11M Buy
412,445
+399,309
+3,040% +$10.6M 0.86% 19
2022
Q2
$382K Buy
13,136
+282
+2% +$8.2K 0.03% 464
2022
Q1
$481K Sell
12,854
-1,805
-12% -$67.5K 0.03% 435
2021
Q4
$551K Sell
14,659
-1,469
-9% -$55.2K 0.04% 363
2021
Q3
$480K Buy
+16,128
New +$480K 0.05% 336