Kingswood Wealth Advisors’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 | $261K | Sell |
7,993
-2,326
| -23% | -$75.9K | 0.02% | 616 |
|
|
2025
Q1 | $304K | Sell |
10,319
-1,227
| -11% | -$36.1K | 0.03% | 542 |
|
|
2024
Q4 | $373K | Sell |
11,546
-6,571
| -36% | -$212K | 0.03% | 532 |
|
|
2024
Q3 | $626K | Buy |
18,117
+1,322
| +8% | +$45.6K | 0.04% | 399 |
|
|
2024
Q2 | $562K | Buy |
16,795
+3,191
| +23% | +$107K | 0.05% | 359 |
|
|
2024
Q1 | $504K | Buy |
13,604
+6,251
| +85% | +$232K | 0.06% | 345 |
|
|
2023
Q4 | $255K | Buy |
+7,353
| New | +$255K | 0.03% | 518 |
|