Lee, Danner & Bass’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,494
| Closed | -$177K | – | 323 |
|
|
2024
Q4 | $177K | Buy |
+5,494
| New | +$177K | 0.01% | 229 |
|
|
2022
Q2 | – | Sell |
-5,925
| Closed | -$222K | – | 197 |
|
|
2022
Q1 | $222K | Hold |
5,925
| – | – | 0.02% | 192 |
|
|
2021
Q4 | $223K | Buy |
+5,925
| New | +$223K | 0.02% | 186 |
|
|
2021
Q2 | – | Sell |
-6,225
| Closed | -$200K | – | 206 |
|
|
2021
Q1 | $200K | Buy |
+6,225
| New | +$200K | 0.02% | 187 |
|
|
2019
Q3 | – | Sell |
-9,075
| Closed | -$234K | – | 178 |
|
|
2019
Q2 | $234K | Buy |
+9,075
| New | +$234K | 0.02% | 165 |
|
|
2018
Q4 | – | Sell |
-8,625
| Closed | -$213K | – | 174 |
|
|
2018
Q3 | $213K | Buy |
+8,625
| New | +$213K | 0.02% | 169 |
|
|
2017
Q3 | – | Sell |
-12,573
| Closed | -$229K | – | 169 |
|
|
2017
Q2 | $229K | Sell |
12,573
-1,083
| -8% | -$19.7K | 0.03% | 160 |
|
|
2017
Q1 | $212K | Buy |
+13,656
| New | +$212K | 0.02% | 160 |
|