IAA
Independent Advisor Alliance’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
73,344
-3,417
| -4% | -$111K | 0.07% | 244 |
|
|
2025
Q1 | $2.26M | Sell |
76,761
-7,727
| -9% | -$227K | 0.07% | 234 |
|
|
2024
Q4 | $2.73M | Sell |
84,488
-23,469
| -22% | -$757K | 0.04% | 437 |
|
|
2024
Q3 | $3.73M | Buy |
107,957
+144
| +0.1% | +$4.97K | 0.14% | 134 |
|
|
2024
Q2 | $3.61M | Buy |
107,813
+11,156
| +12% | +$373K | 0.12% | 142 |
|
|
2024
Q1 | $3.58M | Buy |
96,657
+790
| +0.8% | +$29.3K | 0.13% | 139 |
|
|
2023
Q4 | $3.32M | Sell |
95,867
-39,463
| -29% | -$1.37M | 0.12% | 143 |
|
|
2023
Q3 | $4.16M | Buy |
135,330
+43,020
| +47% | +$1.32M | 0.19% | 98 |
|
|
2023
Q2 | $3.15M | Sell |
92,310
-1,709
| -2% | -$58.3K | 0.14% | 136 |
|
|
2023
Q1 | $2.81M | Buy |
94,019
+26,758
| +40% | +$801K | 0.14% | 139 |
|
|
2022
Q4 | $332K | Sell |
67,261
-901
| -1% | -$4.45K | 0.11% | 108 |
|
|
2022
Q3 | $1.82M | Buy |
68,162
+3,254
| +5% | +$86.7K | 0.11% | 183 |
|
|
2022
Q2 | $1.89M | Buy |
64,908
+566
| +0.9% | +$16.4K | 0.11% | 173 |
|
|
2022
Q1 | $2.41M | Buy |
64,342
+5,222
| +9% | +$196K | 0.12% | 156 |
|
|
2021
Q4 | $2.22M | Sell |
59,120
-18,077
| -23% | -$680K | 0.11% | 152 |
|
|
2021
Q3 | $2.3M | Sell |
77,197
-77,980
| -50% | -$2.32M | 0.13% | 143 |
|
|
2021
Q2 | $4.9M | Buy |
155,177
+103,590
| +201% | +$3.27M | 0.27% | 92 |
|
|
2021
Q1 | $4.97M | Buy |
51,587
+11,384
| +28% | +$1.1M | 0.3% | 87 |
|
|
2020
Q4 | $3.65M | Buy |
40,203
+2,430
| +6% | +$220K | 0.25% | 94 |
|
|
2020
Q3 | $2.93M | Buy |
37,773
+133
| +0.4% | +$10.3K | 0.22% | 98 |
|
|
2020
Q2 | $2.63M | Buy |
37,640
+2,370
| +7% | +$165K | 0.28% | 75 |
|
|
2020
Q1 | $2.02M | Sell |
35,270
-1,647
| -4% | -$94.4K | 0.29% | 67 |
|
|
2019
Q4 | $2.67M | Buy |
36,917
+307
| +0.8% | +$22.2K | 0.12% | 191 |
|
|
2019
Q3 | $2.54M | Sell |
36,610
-3,766
| -9% | -$261K | 0.31% | 77 |
|
|
2019
Q2 | $3.12M | Sell |
40,376
-318
| -0.8% | -$24.6K | 0.45% | 46 |
|
|
2019
Q1 | $3.05M | Sell |
40,694
-8,282
| -17% | -$620K | 0.43% | 53 |
|
|
2018
Q4 | $3.04M | Buy |
48,976
+27,958
| +133% | +$1.74M | 0.54% | 43 |
|
|
2018
Q3 | $1.53M | Buy |
21,018
+6,240
| +42% | +$453K | 0.27% | 80 |
|
|
2018
Q2 | $937K | Buy |
14,778
+644
| +5% | +$40.8K | 0.2% | 122 |
|
|
2018
Q1 | $774K | Buy |
14,134
+6,900
| +95% | +$378K | 0.17% | 139 |
|
|
2017
Q4 | $425K | Sell |
7,234
-80
| -1% | -$4.7K | 0.09% | 197 |
|
|
2017
Q3 | $386K | Sell |
7,314
-154
| -2% | -$8.13K | 0.11% | 173 |
|
|
2017
Q2 | $410K | Sell |
7,468
-7,045
| -49% | -$387K | 0.13% | 166 |
|
|
2017
Q1 | $684K | Buy |
14,513
+2,347
| +19% | +$111K | 0.11% | 204 |
|
|
2016
Q4 | $539K | Buy |
+12,166
| New | +$539K | 0.23% | 107 |
|