Lake Street Private Wealth’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 | $283K | Sell |
8,678
-163
| -2% | -$5.32K | 0.04% | 214 |
|
|
2025
Q1 | $260K | Sell |
8,841
-341
| -4% | -$10K | 0.04% | 213 |
|
|
2024
Q4 | $296K | Sell |
9,182
-383
| -4% | -$12.4K | 0.05% | 199 |
|
|
2024
Q3 | $330K | Sell |
9,565
-523
| -5% | -$18.1K | 0.05% | 203 |
|
|
2024
Q2 | $337K | Sell |
10,088
-146
| -1% | -$4.88K | 0.04% | 252 |
|
|
2024
Q1 | $379K | Sell |
10,234
-520
| -5% | -$19.3K | 0.05% | 240 |
|
|
2023
Q4 | $373K | Buy |
10,754
+76
| +0.7% | +$2.64K | 0.06% | 235 |
|
|
2023
Q3 | $326K | Buy |
10,678
+512
| +5% | +$15.7K | 0.06% | 218 |
|
|
2023
Q2 | $347K | Sell |
10,166
-798
| -7% | -$27.2K | 0.06% | 214 |
|
|
2023
Q1 | $328K | Buy |
10,964
+490
| +5% | +$14.7K | 0.06% | 218 |
|
|
2022
Q4 | $324K | Buy |
10,474
+146
| +1% | +$4.52K | 0.07% | 216 |
|
|
2022
Q3 | $275K | Buy |
10,328
+2,945
| +40% | +$78.4K | 0.06% | 225 |
|
|
2022
Q2 | $215K | Buy |
7,383
+92
| +1% | +$2.68K | 0.05% | 267 |
|
|
2022
Q1 | $273K | Buy |
7,291
+1,108
| +18% | +$41.5K | 0.05% | 263 |
|
|
2021
Q4 | $232K | Sell |
6,183
-1,005
| -14% | -$37.7K | 0.04% | 293 |
|
|
2021
Q3 | $214K | Sell |
7,188
-470
| -6% | -$14K | 0.05% | 213 |
|
|
2021
Q2 | $247K | Sell |
7,658
-1,714
| -18% | -$55.3K | 0.06% | 185 |
|
|
2021
Q1 | $301K | Sell |
9,372
-240
| -2% | -$7.71K | 0.08% | 175 |
|
|
2020
Q4 | $291K | Buy |
9,612
+117
| +1% | +$3.54K | 0.08% | 167 |
|
|
2020
Q3 | $246K | Hold |
9,495
| – | – | 0.08% | 149 |
|
|
2020
Q2 | $220K | Buy |
+9,495
| New | +$220K | 0.08% | 145 |
|