J.W. Cole Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
85,417
+8,978
| +12% | +$293K | 0.06% | 309 |
|
|
2025
Q1 | $2.25M | Buy |
76,439
+40,738
| +114% | +$1.2M | 0.07% | 288 |
|
|
2024
Q4 | $1.15M | Buy |
35,701
+300
| +0.8% | +$9.68K | 0.05% | 374 |
|
|
2024
Q3 | $1.22M | Buy |
35,401
+309
| +0.9% | +$10.7K | 0.05% | 346 |
|
|
2024
Q2 | $1.17M | Sell |
35,092
-1,211
| -3% | -$40.5K | 0.06% | 318 |
|
|
2024
Q1 | $1.34M | Buy |
36,303
+14,260
| +65% | +$528K | 0.07% | 278 |
|
|
2023
Q4 | $764K | Buy |
22,043
+7,912
| +56% | +$274K | 0.04% | 356 |
|
|
2023
Q3 | $435K | Buy |
14,131
+920
| +7% | +$28.3K | 0.03% | 452 |
|
|
2023
Q2 | $450K | Buy |
13,211
+2,154
| +19% | +$73.5K | 0.03% | 451 |
|
|
2023
Q1 | $331K | Sell |
11,057
-575
| -5% | -$17.2K | 0.02% | 567 |
|
|
2022
Q4 | $360K | Buy |
11,632
+557
| +5% | +$17.3K | 0.03% | 499 |
|
|
2022
Q3 | $295K | Buy |
11,075
+511
| +5% | +$13.6K | 0.02% | 541 |
|
|
2022
Q2 | $307K | Sell |
10,564
-22
| -0.2% | -$639 | 0.02% | 544 |
|
|
2022
Q1 | $396K | Buy |
10,586
+546
| +5% | +$20.4K | 0.03% | 529 |
|
|
2021
Q4 | $378K | Buy |
10,040
+117
| +1% | +$4.41K | 0.02% | 567 |
|
|
2021
Q3 | $295K | Buy |
9,923
+303
| +3% | +$9.01K | 0.02% | 361 |
|
|
2021
Q2 | $309K | Sell |
9,620
-184
| -2% | -$5.91K | 0.02% | 573 |
|
|
2021
Q1 | $315K | Buy |
9,804
+1,701
| +21% | +$54.7K | 0.03% | 503 |
|
|
2020
Q4 | $245K | Sell |
8,103
-88,953
| -92% | -$2.69M | 0.03% | 535 |
|
|
2020
Q3 | $2.51M | Buy |
+97,056
| New | +$2.51M | 0.19% | 120 |
|
|
2020
Q1 | – | Sell |
-16,167
| Closed | -$390K | – | 175 |
|
|
2019
Q4 | $390K | Buy |
+16,167
| New | +$390K | 0.05% | 357 |
|