Kestra Private Wealth Services’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
89,318
-51,315
| -36% | -$1.67M | 0.04% | 399 |
|
|
2025
Q1 | $4.14M | Buy |
140,633
+2,841
| +2% | +$83.6K | 0.07% | 286 |
|
|
2024
Q4 | $4.45M | Buy |
137,792
+12,072
| +10% | +$390K | 0.08% | 265 |
|
|
2024
Q3 | $4.34M | Buy |
125,720
+39,711
| +46% | +$1.37M | 0.08% | 257 |
|
|
2024
Q2 | $2.88M | Sell |
86,009
-1,687
| -2% | -$56.4K | 0.06% | 306 |
|
|
2024
Q1 | $3.25M | Sell |
87,696
-1,969
| -2% | -$73K | 0.07% | 271 |
|
|
2023
Q4 | $3.11M | Sell |
89,665
-12,733
| -12% | -$441K | 0.08% | 262 |
|
|
2023
Q3 | $3.15M | Buy |
102,398
+20,877
| +26% | +$642K | 0.1% | 227 |
|
|
2023
Q2 | $2.78M | Sell |
81,521
-2,635
| -3% | -$89.9K | 0.1% | 238 |
|
|
2023
Q1 | $2.52M | Buy |
84,156
+13,579
| +19% | +$407K | 0.1% | 218 |
|
|
2022
Q4 | $2.19M | Buy |
70,577
+1,663
| +2% | +$51.5K | 0.11% | 215 |
|
|
2022
Q3 | $1.84M | Buy |
68,914
+24,033
| +54% | +$640K | 0.11% | 222 |
|
|
2022
Q2 | $1.3M | Buy |
44,881
+6,862
| +18% | +$199K | 0.07% | 294 |
|
|
2022
Q1 | $1.42M | Sell |
38,019
-4,822
| -11% | -$181K | 0.07% | 295 |
|
|
2021
Q4 | $1.61M | Buy |
42,841
+1,771
| +4% | +$66.6K | 0.08% | 278 |
|
|
2021
Q3 | $1.22M | Sell |
41,070
-9,631
| -19% | -$286K | 0.07% | 306 |
|
|
2021
Q2 | $1.63M | Buy |
50,701
+11,917
| +31% | +$382K | 0.1% | 233 |
|
|
2021
Q1 | $1.25M | Buy |
38,784
+4,341
| +13% | +$140K | 0.09% | 253 |
|
|
2020
Q4 | $1.04M | Buy |
34,443
+2,697
| +8% | +$81.2K | 0.08% | 262 |
|
|
2020
Q3 | $822K | Buy |
+31,746
| New | +$822K | 0.07% | 273 |
|