Lake Street Private Wealth’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
2025
Q1
$260K Sell
2024
Q4
$296K Sell
2024
Q3
$330K Sell
2024
Q2
$337K Sell
2024
Q1
$379K Sell
2023
Q4
$373K Buy
2023
Q3
$326K Buy
2023
Q2
$347K Sell
2023
Q1
$328K Buy
2022
Q4
$324K Buy
2022
Q3
$275K Buy
2022
Q2
$215K Buy
2022
Q1
$273K Buy
2021
Q4
$232K Sell
2021
Q3
$214K Sell
2021
Q2
$247K Sell
2021
Q1
$301K Sell
2020
Q4
$291K Buy
2020
Q3
$246K Hold
2020
Q2
$220K Buy