KIA
KCM Investment Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+6,624
| New | +$216K | 0.01% | 362 |
|
|
2025
Q1 | – | Sell |
-7,435
| Closed | -$240K | – | 364 |
|
|
2024
Q4 | $240K | Buy |
7,435
+52
| +0.7% | +$1.68K | 0.01% | 334 |
|
|
2024
Q3 | $255K | Hold |
7,383
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $247K | Hold |
7,383
| – | – | 0.01% | 338 |
|
|
2024
Q1 | $274K | Sell |
7,383
-29
| -0.4% | -$1.08K | 0.01% | 331 |
|
|
2023
Q4 | $257K | Sell |
7,412
-1,016
| -12% | -$35.2K | 0.01% | 332 |
|
|
2023
Q3 | $259K | Sell |
8,428
-2,496
| -23% | -$76.8K | 0.01% | 328 |
|
|
2023
Q2 | $373K | Hold |
10,924
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $327K | Sell |
10,924
-1,028
| -9% | -$30.8K | 0.01% | 328 |
|
|
2022
Q4 | $370K | Sell |
11,952
-2,000
| -14% | -$61.9K | 0.02% | 301 |
|
|
2022
Q3 | $372K | Sell |
13,952
-1,503
| -10% | -$40.1K | 0.02% | 279 |
|
|
2022
Q2 | $449K | Buy |
15,455
+284
| +2% | +$8.25K | 0.02% | 272 |
|
|
2022
Q1 | $568K | Sell |
15,171
-10,302
| -40% | -$386K | 0.02% | 269 |
|
|
2021
Q4 | $958K | Buy |
25,473
+4,395
| +21% | +$165K | 0.03% | 222 |
|
|
2021
Q3 | $627K | Buy |
21,078
+616
| +3% | +$18.3K | 0.03% | 250 |
|
|
2021
Q2 | $656K | Buy |
20,462
+12,871
| +170% | +$413K | 0.03% | 236 |
|
|
2021
Q1 | $732K | Buy |
7,591
+3,291
| +77% | +$317K | 0.03% | 224 |
|
|
2020
Q4 | $390K | Sell |
4,300
-230
| -5% | -$20.9K | 0.02% | 267 |
|
|
2020
Q3 | $352K | Buy |
4,530
+300
| +7% | +$23.3K | 0.02% | 253 |
|
|
2020
Q2 | $295K | Sell |
4,230
-211
| -5% | -$14.7K | 0.02% | 281 |
|
|
2020
Q1 | $254K | Sell |
4,441
-79
| -2% | -$4.52K | 0.02% | 275 |
|
|
2019
Q4 | $327K | Sell |
4,520
-417
| -8% | -$30.2K | 0.02% | 283 |
|
|
2019
Q3 | $342K | Hold |
4,937
| – | – | 0.02% | 274 |
|
|
2019
Q2 | $382K | Buy |
4,937
+433
| +10% | +$33.5K | 0.02% | 255 |
|
|
2019
Q1 | $337K | Buy |
4,504
+204
| +5% | +$15.3K | 0.02% | 264 |
|
|
2018
Q4 | $267K | Sell |
4,300
-30
| -0.7% | -$1.86K | 0.02% | 425 |
|
|
2018
Q3 | $321K | Hold |
4,330
| – | – | 0.02% | 423 |
|
|
2018
Q2 | $276K | Hold |
4,330
| – | – | 0.02% | 446 |
|
|
2018
Q1 | $241K | Sell |
4,330
-471
| -10% | -$26.2K | 0.01% | 471 |
|
|
2017
Q4 | $264K | Hold |
4,801
| – | – | 0.02% | 458 |
|
|
2017
Q3 | $260K | Buy |
4,801
+691
| +17% | +$37.4K | 0.02% | 458 |
|
|
2017
Q2 | $224K | Sell |
4,110
-300
| -7% | -$16.4K | 0.01% | 498 |
|
|
2017
Q1 | $205K | Buy |
+4,410
| New | +$205K | 0.01% | 521 |
|