Global Retirement Partners’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 | $555K | Buy |
+17,021
| New | +$555K | 0.01% | 679 |
|
|
2024
Q4 | $386K | Buy |
11,958
+274
| +2% | +$8.84K | 0.01% | 720 |
|
|
2024
Q3 | $403K | Sell |
11,684
-2,521
| -18% | -$87K | 0.01% | 698 |
|
|
2024
Q2 | $475K | Buy |
14,205
+1,698
| +14% | +$56.8K | 0.01% | 624 |
|
|
2024
Q1 | $464K | Sell |
12,507
-154
| -1% | -$5.71K | 0.02% | 547 |
|
|
2023
Q4 | $440K | Buy |
12,661
+908
| +8% | +$31.5K | 0.02% | 527 |
|
|
2023
Q3 | $363K | Sell |
11,753
-230
| -2% | -$7.1K | 0.02% | 510 |
|
|
2023
Q2 | $409K | Buy |
11,983
+1,008
| +9% | +$34.4K | 0.02% | 500 |
|
|
2023
Q1 | $339K | Buy |
10,975
+3,122
| +40% | +$96.6K | 0.02% | 519 |
|
|
2022
Q4 | $243K | Buy |
7,853
+906
| +13% | +$28.1K | 0.02% | 544 |
|
|
2022
Q3 | $202K | Sell |
6,947
-374
| -5% | -$10.9K | 0.02% | 558 |
|
|
2022
Q2 | $213K | Buy |
7,321
+187
| +3% | +$5.44K | 0.02% | 539 |
|
|
2022
Q1 | $221K | Buy |
+7,134
| New | +$221K | 0.02% | 531 |
|
|
2021
Q4 | – | Sell |
-5,340
| Closed | -$159K | – | 544 |
|
|
2021
Q3 | $159K | Buy |
5,340
+504
| +10% | +$15K | 0.02% | 524 |
|
|
2021
Q2 | $153K | Buy |
4,836
+2,892
| +149% | +$91.5K | 0.02% | 527 |
|
|
2021
Q1 | $62K | Hold |
1,944
| – | – | 0.01% | 705 |
|
|
2020
Q4 | $59K | Hold |
1,944
| – | – | 0.01% | 678 |
|
|
2020
Q3 | $50K | Sell |
1,944
-288
| -13% | -$7.41K | 0.01% | 639 |
|
|
2020
Q2 | $52K | Buy |
2,232
+393
| +21% | +$9.16K | 0.01% | 629 |
|
|
2020
Q1 | $35K | Buy |
1,839
+24
| +1% | +$457 | 0.01% | 647 |
|
|
2019
Q4 | $44K | Hold |
1,815
| – | – | 0.01% | 671 |
|
|
2019
Q3 | $42K | Hold |
1,815
| – | – | 0.01% | 663 |
|
|
2019
Q2 | $47K | Hold |
1,815
| – | – | 0.01% | 621 |
|
|
2019
Q1 | $45K | Buy |
1,815
+765
| +73% | +$19K | 0.01% | 570 |
|
|
2018
Q4 | $22K | Sell |
1,050
-534
| -34% | -$11.2K | 0.01% | 716 |
|
|
2018
Q3 | $39K | Buy |
1,584
+471
| +42% | +$11.6K | 0.01% | 618 |
|
|
2018
Q2 | $24K | Hold |
1,113
| – | – | 0.01% | 737 |
|
|
2018
Q1 | $21K | Sell |
1,113
-384
| -26% | -$7.25K | 0.01% | 742 |
|
|
2017
Q4 | $27K | Buy |
1,497
+858
| +134% | +$15.5K | 0.01% | 651 |
|
|
2017
Q3 | $12K | Buy |
639
+111
| +21% | +$2.09K | 0.01% | 763 |
|
|
2017
Q2 | $10K | Hold |
528
| – | – | ﹤0.01% | 779 |
|
|
2017
Q1 | $8K | Buy |
+528
| New | +$8K | ﹤0.01% | 796 |
|