KPCM
Kings Point Capital Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $346K | Sell |
9,252
-1,401
| -13% | -$52.4K | 0.03% | 155 |
|
|
2021
Q4 | $401K | Buy |
10,653
+1,500
| +16% | +$56.5K | 0.03% | 157 |
|
|
2021
Q3 | $272K | Hold |
9,153
| – | – | 0.02% | 174 |
|
|
2021
Q2 | $294K | Buy |
9,153
+5,802
| +173% | +$186K | 0.03% | 166 |
|
|
2021
Q1 | $323K | Buy |
3,351
+416
| +14% | +$40.1K | 0.03% | 152 |
|
|
2020
Q4 | $266K | Sell |
2,935
-49
| -2% | -$4.44K | 0.03% | 160 |
|
|
2020
Q3 | $232K | Hold |
2,984
| – | – | 0.03% | 160 |
|
|
2020
Q2 | $208K | Sell |
2,984
-565
| -16% | -$39.4K | 0.03% | 160 |
|
|
2020
Q1 | $203K | Sell |
3,549
-1,497
| -30% | -$85.6K | 0.04% | 158 |
|
|
2019
Q4 | $365K | Buy |
5,046
+1,500
| +42% | +$109K | 0.05% | 137 |
|
|
2019
Q3 | $246K | Buy |
3,546
+1,284
| +57% | +$89.1K | 0.04% | 154 |
|
|
2019
Q2 | $175K | Hold |
2,262
| – | – | 0.03% | 150 |
|
|
2019
Q1 | $169K | Hold |
2,262
| – | – | 0.03% | 141 |
|
|
2018
Q4 | $141K | Hold |
2,262
| – | – | 0.03% | 140 |
|
|
2018
Q3 | $168K | Hold |
2,262
| – | – | 0.03% | 154 |
|
|
2018
Q2 | $144K | Hold |
2,262
| – | – | 0.03% | 163 |
|
|
2018
Q1 | $126K | Buy |
2,262
+762
| +51% | +$42.4K | 0.03% | 163 |
|
|
2017
Q4 | $83K | Hold |
1,500
| – | – | 0.02% | 189 |
|
|
2017
Q3 | $81K | Hold |
1,500
| – | – | 0.02% | 187 |
|
|
2017
Q2 | $82K | Hold |
1,500
| – | – | 0.02% | 185 |
|
|
2017
Q1 | $70K | Hold |
1,500
| – | – | 0.02% | 196 |
|
|
2016
Q4 | $54K | Hold |
1,500
| – | – | 0.01% | 191 |
|
|
2016
Q3 | $46K | Sell |
1,500
-1,250
| -45% | -$38.3K | 0.01% | 189 |
|
|
2016
Q2 | $72K | Hold |
2,750
| – | – | 0.02% | 167 |
|
|
2016
Q1 | $71K | Sell |
2,750
-600
| -18% | -$15.5K | 0.02% | 163 |
|
|
2015
Q4 | $87K | Hold |
3,350
| – | – | 0.02% | 164 |
|
|
2015
Q3 | $90K | Hold |
3,350
| – | – | 0.02% | 177 |
|
|
2015
Q2 | $109K | Hold |
3,350
| – | – | 0.03% | 163 |
|
|
2015
Q1 | $111K | Buy |
3,350
+612
| +22% | +$20.3K | 0.03% | 160 |
|
|
2014
Q4 | $99K | Sell |
2,738
-29,362
| -91% | -$1.06M | 0.03% | 155 |
|
|
2014
Q3 | $1.03M | Buy |
32,100
+30,000
| +1,429% | +$962K | 0.31% | 57 |
|
|
2014
Q2 | $65K | Hold |
2,100
| – | – | 0.02% | 165 |
|
|
2014
Q1 | $61K | Sell |
2,100
-1,500
| -42% | -$43.6K | 0.02% | 162 |
|
|
2013
Q4 | $104K | Buy |
3,600
+1,500
| +71% | +$43.3K | 0.04% | 123 |
|
|
2013
Q3 | $54K | Buy |
2,100
+600
| +40% | +$15.4K | 0.02% | 166 |
|
|
2013
Q2 | $35K | Buy |
+1,500
| New | +$35K | 0.01% | 207 |
|