Holistic Financial Partners’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $283K | Buy |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $276K | Buy |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $203K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $119K | Buy |
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|
2017
Q4 | $103K | Buy |
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