Lake Street Advisors Group’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $555K | Sell |
17,184
-62
| -0.4% | -$2K | 0.03% | 315 |
|
|
2024
Q3 | $595K | Buy |
17,246
+306
| +2% | +$10.6K | 0.03% | 292 |
|
|
2024
Q2 | $567K | Buy |
16,940
+85
| +0.5% | +$2.84K | 0.03% | 299 |
|
|
2024
Q1 | $625K | Sell |
16,855
-1,583
| -9% | -$58.7K | 0.03% | 300 |
|
|
2023
Q4 | $639K | Buy |
18,438
+2,099
| +13% | +$72.8K | 0.03% | 289 |
|
|
2023
Q3 | $502K | Sell |
16,339
-642
| -4% | -$19.7K | 0.03% | 206 |
|
|
2023
Q2 | $579K | Buy |
16,981
+539
| +3% | +$18.4K | 0.03% | 202 |
|
|
2023
Q1 | $492K | Buy |
16,442
+369
| +2% | +$11K | 0.03% | 196 |
|
|
2022
Q4 | $498K | Sell |
16,073
-868
| -5% | -$26.9K | 0.03% | 188 |
|
|
2022
Q3 | $451K | Buy |
16,941
+827
| +5% | +$22K | 0.03% | 192 |
|
|
2022
Q2 | $468K | Sell |
16,114
-262
| -2% | -$7.61K | 0.03% | 176 |
|
|
2022
Q1 | $613K | Buy |
16,376
+516
| +3% | +$19.3K | 0.04% | 166 |
|
|
2021
Q4 | $596K | Buy |
15,860
+516
| +3% | +$19.4K | 0.04% | 163 |
|
|
2021
Q3 | $456K | Buy |
15,344
+2,688
| +21% | +$79.9K | 0.05% | 132 |
|
|
2021
Q2 | $432K | Buy |
12,656
+68
| +0.5% | +$2.32K | 0.03% | 184 |
|
|
2021
Q1 | $405K | Buy |
12,588
+111
| +0.9% | +$3.57K | 0.03% | 182 |
|
|
2020
Q4 | $377K | Sell |
12,477
-69
| -0.5% | -$2.09K | 0.03% | 187 |
|
|
2020
Q3 | $325K | Buy |
12,546
+669
| +6% | +$17.3K | 0.03% | 194 |
|
|
2020
Q2 | $276K | Sell |
11,877
-621
| -5% | -$14.4K | 0.03% | 215 |
|
|
2020
Q1 | $239K | Buy |
+12,498
| New | +$239K | 0.03% | 201 |
|
|
2018
Q3 | – | Sell |
-13,038
| Closed | -$277K | – | 239 |
|
|
2018
Q2 | $277K | Sell |
13,038
-714
| -5% | -$15.2K | 0.03% | 240 |
|
|
2018
Q1 | $255K | Buy |
13,752
+1,026
| +8% | +$19K | 0.03% | 244 |
|
|
2017
Q4 | $233K | Buy |
+12,726
| New | +$233K | 0.03% | 290 |
|