JFA
JNBA Financial Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
10,386
-1,400
| -12% | -$45.7K | 0.03% | 151 |
|
|
2025
Q1 | $347K | Buy |
11,786
+1,000
| +9% | +$29.4K | 0.04% | 147 |
|
|
2024
Q4 | $348K | Hold |
10,786
| – | – | 0.04% | 148 |
|
|
2024
Q3 | $372K | Hold |
10,786
| – | – | 0.04% | 146 |
|
|
2024
Q2 | $361K | Hold |
10,786
| – | – | 0.04% | 145 |
|
|
2024
Q1 | $400K | Sell |
10,786
-600
| -5% | -$22.2K | 0.04% | 147 |
|
|
2023
Q4 | $395K | Hold |
11,386
| – | – | 0.04% | 150 |
|
|
2023
Q3 | $350K | Hold |
11,386
| – | – | 0.04% | 148 |
|
|
2023
Q2 | $388K | Buy |
11,386
+36
| +0.3% | +$1.23K | 0.05% | 145 |
|
|
2023
Q1 | $340K | Hold |
11,350
| – | – | 0.04% | 156 |
|
|
2022
Q4 | $352K | Hold |
11,350
| – | – | 0.05% | 151 |
|
|
2022
Q3 | $302K | Sell |
11,350
-120
| -1% | -$3.19K | 0.05% | 154 |
|
|
2022
Q2 | $333K | Buy |
11,470
+120
| +1% | +$3.48K | 0.05% | 145 |
|
|
2022
Q1 | $425K | Sell |
11,350
-560
| -5% | -$21K | 0.06% | 139 |
|
|
2021
Q4 | $448K | Buy |
11,910
+135
| +1% | +$5.08K | 0.05% | 137 |
|
|
2021
Q3 | $350K | Sell |
11,775
-3,000
| -20% | -$89.2K | 0.05% | 152 |
|
|
2021
Q2 | $474K | Buy |
14,775
+9,500
| +180% | +$305K | 0.06% | 128 |
|
|
2021
Q1 | $509K | Sell |
5,275
-100
| -2% | -$9.65K | 0.07% | 117 |
|
|
2020
Q4 | $488K | Hold |
5,375
| – | – | 0.08% | 110 |
|
|
2020
Q3 | $417K | Hold |
5,375
| – | – | 0.08% | 104 |
|
|
2020
Q2 | $375K | Hold |
5,375
| – | – | 0.08% | 109 |
|
|
2020
Q1 | $308K | Sell |
5,375
-98
| -2% | -$5.62K | 0.07% | 115 |
|
|
2019
Q4 | $396K | Buy |
5,473
+98
| +2% | +$7.09K | 0.08% | 109 |
|
|
2019
Q3 | $372K | Sell |
5,375
-300
| -5% | -$20.8K | 0.08% | 106 |
|
|
2019
Q2 | $439K | Buy |
5,675
+300
| +6% | +$23.2K | 0.09% | 102 |
|
|
2019
Q1 | $402K | Hold |
5,375
| – | – | 0.09% | 102 |
|
|
2018
Q4 | $334K | Buy |
5,375
+2,478
| +86% | +$154K | 0.08% | 103 |
|
|
2018
Q3 | $215K | Sell |
2,897
-2,478
| -46% | -$184K | 0.1% | 124 |
|
|
2018
Q2 | $343K | Sell |
5,375
-150
| -3% | -$9.57K | 0.07% | 103 |
|
|
2018
Q1 | $308K | Hold |
5,525
| – | – | 0.07% | 102 |
|
|
2017
Q4 | $304K | Hold |
5,525
| – | – | 0.06% | 104 |
|
|
2017
Q3 | $300K | Buy |
5,525
+150
| +3% | +$8.15K | 0.07% | 96 |
|
|
2017
Q2 | $293K | Hold |
5,375
| – | – | 0.07% | 98 |
|
|
2017
Q1 | $250K | Sell |
5,375
-2,600
| -33% | -$121K | 0.06% | 103 |
|
|
2016
Q4 | $287K | Buy |
7,975
+6,954
| +681% | +$250K | 0.07% | 99 |
|
|
2016
Q3 | $31K | Sell |
1,021
-7,869
| -89% | -$239K | ﹤0.01% | 666 |
|
|
2016
Q2 | $232K | Sell |
8,890
-100
| -1% | -$2.61K | 0.06% | 104 |
|
|
2016
Q1 | $231K | Buy |
8,990
+905
| +11% | +$23.3K | 0.08% | 91 |
|
|
2015
Q4 | $210K | Hold |
8,085
| – | – | 0.08% | 97 |
|
|
2015
Q3 | $217K | Hold |
8,085
| – | – | 0.09% | 89 |
|
|
2015
Q2 | $264K | Hold |
8,085
| – | – | 0.1% | 83 |
|
|
2015
Q1 | $268K | Buy |
8,085
+195
| +2% | +$6.46K | 0.1% | 83 |
|
|
2014
Q4 | $286K | Sell |
7,890
-420
| -5% | -$15.2K | 0.12% | 78 |
|
|
2014
Q3 | $266K | Hold |
8,310
| – | – | 0.12% | 81 |
|
|
2014
Q2 | $256K | Hold |
8,310
| – | – | 0.12% | 81 |
|
|
2014
Q1 | $241K | Sell |
8,310
-850
| -9% | -$24.7K | 0.13% | 78 |
|
|
2013
Q4 | $264K | Hold |
9,160
| – | – | 0.14% | 74 |
|
|
2013
Q3 | $236K | Hold |
9,160
| – | – | 0.15% | 76 |
|
|
2013
Q2 | $212K | Buy |
+9,160
| New | +$212K | 0.15% | 81 |
|