Live Oak 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
Q3
$301K Hold
2025
Q2
$276K Sell
2025
Q1
$253K Hold
2024
Q4
$277K Hold
2024
Q3
$296K Buy
2024
Q2
$283K Hold
2024
Q1
$314K Sell
2023
Q4
$295K Hold
2023
Q3
$262K Hold
2023
Q2
$290K Hold
2023
Q1
$255K Sell
2022
Q4
$267K Sell
2022
Q3
$231K Hold
2022
Q2
$253K Buy
2022
Q1
$323K Hold
2021
Q4
$324K Hold
2021
Q3
$256K Buy
2021
Q2
$221K Buy
2021
Q1
$217K Hold
2020
Q4
$204K Buy