KCFA
Key Client Fiduciary Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
11,000
+100
| +0.9% | +$3.26K | 0.15% | 136 |
|
|
2025
Q1 | $321K | Sell |
10,900
-578
| -5% | -$17K | 0.15% | 140 |
|
|
2024
Q4 | $370K | Hold |
11,478
| – | – | 0.16% | 122 |
|
|
2024
Q3 | $396K | Hold |
11,478
| – | – | 0.18% | 117 |
|
|
2024
Q2 | $384K | Hold |
11,478
| – | – | 0.19% | 111 |
|
|
2024
Q1 | $425K | Buy |
11,478
+249
| +2% | +$9.23K | 0.23% | 110 |
|
|
2023
Q4 | $389K | Buy |
11,229
+133
| +1% | +$4.61K | 0.23% | 114 |
|
|
2023
Q3 | $341K | Hold |
11,096
| – | – | 0.21% | 114 |
|
|
2023
Q2 | $378K | Buy |
11,096
+396
| +4% | +$13.5K | 0.22% | 107 |
|
|
2023
Q1 | $320K | Hold |
10,700
| – | – | 0.2% | 114 |
|
|
2022
Q4 | $331K | Buy |
+10,700
| New | +$331K | 0.22% | 101 |
|