KA
Klingman & Associates’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
19,417
+12,554
| +183% | +$410K | 0.03% | 146 |
|
|
2025
Q1 | $202K | Sell |
6,863
-514
| -7% | -$15.1K | 0.01% | 259 |
|
|
2024
Q4 | $238K | Buy |
7,377
+153
| +2% | +$4.94K | 0.01% | 233 |
|
|
2024
Q3 | $249K | Sell |
7,224
-372
| -5% | -$12.8K | 0.02% | 240 |
|
|
2024
Q2 | $254K | Buy |
7,596
+205
| +3% | +$6.86K | 0.02% | 210 |
|
|
2024
Q1 | $274K | Buy |
7,391
+62
| +0.8% | +$2.3K | 0.02% | 198 |
|
|
2023
Q4 | $254K | Sell |
7,329
-81
| -1% | -$2.81K | 0.02% | 206 |
|
|
2023
Q3 | $228K | Buy |
7,410
+24
| +0.3% | +$738 | 0.02% | 206 |
|
|
2023
Q2 | $252K | Sell |
7,386
-1,500
| -17% | -$51.2K | 0.02% | 186 |
|
|
2023
Q1 | $266K | Sell |
8,886
-24
| -0.3% | -$719 | 0.02% | 167 |
|
|
2022
Q4 | $276K | Buy |
8,910
+296
| +3% | +$9.17K | 0.02% | 165 |
|
|
2022
Q3 | $229K | Sell |
8,614
-36
| -0.4% | -$957 | 0.02% | 169 |
|
|
2022
Q2 | $251K | Sell |
8,650
-17
| -0.2% | -$493 | 0.02% | 161 |
|
|
2022
Q1 | $325K | Sell |
8,667
-895
| -9% | -$33.6K | 0.03% | 153 |
|
|
2021
Q4 | $360K | Buy |
9,562
+969
| +11% | +$36.5K | 0.03% | 133 |
|
|
2021
Q3 | $256K | Sell |
8,593
-1,256
| -13% | -$37.4K | 0.02% | 146 |
|
|
2021
Q2 | $316K | Buy |
9,849
+6,652
| +208% | +$213K | 0.03% | 128 |
|
|
2021
Q1 | $308K | Sell |
3,197
-1
| -0% | -$96 | 0.03% | 133 |
|
|
2020
Q4 | $290K | Sell |
3,198
-38
| -1% | -$3.45K | 0.03% | 126 |
|
|
2020
Q3 | $251K | Buy |
+3,236
| New | +$251K | 0.03% | 127 |
|
|
2020
Q2 | – | Sell |
-3,865
| Closed | -$221K | – | 128 |
|
|
2020
Q1 | $221K | Buy |
3,865
+250
| +7% | +$14.3K | 0.05% | 111 |
|
|
2019
Q4 | $262K | Hold |
3,615
| – | – | 0.04% | 114 |
|
|
2019
Q3 | $250K | Hold |
3,615
| – | – | 0.04% | 107 |
|
|
2019
Q2 | $280K | Hold |
3,615
| – | – | 0.05% | 99 |
|
|
2019
Q1 | $270K | Buy |
3,615
+190
| +6% | +$14.2K | 0.05% | 104 |
|
|
2018
Q4 | $213K | Sell |
3,425
-145
| -4% | -$9.02K | 0.05% | 100 |
|
|
2018
Q3 | $264K | Hold |
3,570
| – | – | 0.05% | 93 |
|
|
2018
Q2 | $228K | Sell |
3,570
-35
| -1% | -$2.24K | 0.05% | 97 |
|
|
2018
Q1 | $201K | Buy |
+3,605
| New | +$201K | 0.05% | 104 |
|
|
2017
Q3 | – | Sell |
-6,264
| Closed | -$342K | – | 96 |
|
|
2017
Q2 | $342K | Buy |
+6,264
| New | +$342K | 0.09% | 70 |
|
|
2016
Q1 | – | Sell |
-6,000
| Closed | -$156K | – | 387 |
|
|
2015
Q4 | $156K | Hold |
6,000
| – | – | 0.06% | 128 |
|
|
2015
Q3 | $161K | Buy |
+6,000
| New | +$161K | 0.06% | 125 |
|