Kovitz Investment Group Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
114,926
+5,987
| +5% | +$195K | 0.02% | 496 |
|
|
2025
Q1 | $3.21M | Sell |
108,939
-6,832
| -6% | -$201K | 0.02% | 487 |
|
|
2024
Q4 | $3.74M | Buy |
115,771
+1,729
| +2% | +$55.8K | 0.02% | 459 |
|
|
2024
Q3 | $3.04M | Buy |
114,042
+29,238
| +34% | +$778K | 0.02% | 421 |
|
|
2024
Q2 | $2.84M | Buy |
84,804
+19,833
| +31% | +$664K | 0.02% | 368 |
|
|
2024
Q1 | $2.41M | Buy |
+64,971
| New | +$2.41M | 0.03% | 279 |
|
|
2021
Q4 | – | Sell |
-26,610
| Closed | -$791K | – | 402 |
|
|
2021
Q3 | $791K | Buy |
+26,610
| New | +$791K | 0.02% | 318 |
|
|
2020
Q1 | – | Sell |
-3,811
| Closed | -$276K | – | 356 |
|
|
2019
Q4 | $276K | Buy |
+3,811
| New | +$276K | 0.01% | 347 |
|