LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Hold |
5,289
| – | – | ﹤0.01% | 295 |
|
|
2025
Q1 | $146K | Sell |
5,289
-855
| -14% | -$23.6K | ﹤0.01% | 301 |
|
|
2024
Q4 | $207K | Sell |
6,144
-30
| -0.5% | -$1.01K | ﹤0.01% | 279 |
|
|
2024
Q3 | $204K | Buy |
6,174
+40
| +0.7% | +$1.32K | ﹤0.01% | 279 |
|
|
2024
Q2 | $217K | Hold |
6,134
| – | – | ﹤0.01% | 265 |
|
|
2024
Q1 | $212K | Hold |
6,134
| – | – | ﹤0.01% | 269 |
|
|
2023
Q4 | $219K | Sell |
6,134
-235
| -4% | -$8.39K | ﹤0.01% | 271 |
|
|
2023
Q3 | $194K | Sell |
6,369
-345
| -5% | -$10.5K | ﹤0.01% | 291 |
|
|
2023
Q2 | $229K | Buy |
6,714
+1,315
| +24% | +$44.8K | ﹤0.01% | 284 |
|
|
2023
Q1 | $162K | Hold |
5,399
| – | – | ﹤0.01% | 294 |
|
|
2022
Q4 | $167K | Hold |
5,399
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $144K | Hold |
5,399
| – | – | ﹤0.01% | 312 |
|
|
2022
Q2 | $157K | Buy |
5,399
+824
| +18% | +$24K | ﹤0.01% | 317 |
|
|
2022
Q1 | $171K | Sell |
4,575
-1,198
| -21% | -$44.8K | ﹤0.01% | 318 |
|
|
2021
Q4 | $217K | Hold |
5,773
| – | – | ﹤0.01% | 304 |
|
|
2021
Q3 | $172K | Buy |
5,773
+4,026
| +230% | +$120K | ﹤0.01% | 332 |
|
|
2021
Q2 | $56K | Buy |
+1,747
| New | +$56K | ﹤0.01% | 462 |
|
|
2021
Q1 | – | Sell |
-1,610
| Closed | -$146K | – | 395 |
|
|
2020
Q4 | $146K | Buy |
1,610
+1,325
| +465% | +$120K | ﹤0.01% | 307 |
|
|
2020
Q3 | $22K | Hold |
285
| – | – | ﹤0.01% | 458 |
|
|
2020
Q2 | $20K | Hold |
285
| – | – | ﹤0.01% | 444 |
|
|
2020
Q1 | $16K | Hold |
285
| – | – | ﹤0.01% | 491 |
|
|
2019
Q4 | $21K | Hold |
285
| – | – | ﹤0.01% | 533 |
|
|
2019
Q3 | $20K | Hold |
285
| – | – | ﹤0.01% | 519 |
|
|
2019
Q2 | $22K | Hold |
285
| – | – | ﹤0.01% | 500 |
|
|
2019
Q1 | $21K | Hold |
285
| – | – | ﹤0.01% | 521 |
|
|
2018
Q4 | $18K | Sell |
285
-15
| -5% | -$947 | ﹤0.01% | 531 |
|
|
2018
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 487 |
|
|
2018
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 505 |
|
|
2018
Q1 | $17K | Hold |
300
| – | – | ﹤0.01% | 549 |
|
|
2017
Q4 | $17K | Sell |
300
-770
| -72% | -$43.6K | ﹤0.01% | 533 |
|
|
2017
Q3 | $58K | Hold |
1,070
| – | – | ﹤0.01% | 413 |
|
|
2017
Q2 | $53K | Hold |
1,070
| – | – | ﹤0.01% | 414 |
|
|
2017
Q1 | $50K | Sell |
1,070
-755
| -41% | -$35.3K | ﹤0.01% | 410 |
|
|
2016
Q4 | $66K | Hold |
1,825
| – | – | ﹤0.01% | 374 |
|
|
2016
Q3 | $56K | Hold |
1,825
| – | – | ﹤0.01% | 385 |
|
|
2016
Q2 | $48K | Hold |
1,825
| – | – | ﹤0.01% | 399 |
|
|
2016
Q1 | $47K | Hold |
1,825
| – | – | ﹤0.01% | 401 |
|
|
2015
Q4 | $47K | Hold |
1,825
| – | – | ﹤0.01% | 422 |
|
|
2015
Q3 | $60K | Hold |
1,825
| – | – | ﹤0.01% | 401 |
|
|
2015
Q2 | $60K | Sell |
1,825
-145
| -7% | -$4.77K | ﹤0.01% | 401 |
|
|
2015
Q1 | $65K | Hold |
1,970
| – | – | ﹤0.01% | 406 |
|
|
2014
Q4 | $71K | Sell |
1,970
-430
| -18% | -$15.5K | ﹤0.01% | 389 |
|
|
2014
Q3 | $77K | Hold |
2,400
| – | – | ﹤0.01% | 368 |
|
|
2014
Q2 | $74K | Hold |
2,400
| – | – | ﹤0.01% | 389 |
|
|
2014
Q1 | $70K | Buy |
2,400
+1,200
| +100% | +$35K | ﹤0.01% | 382 |
|
|
2013
Q4 | $35K | Hold |
1,200
| – | – | ﹤0.01% | 423 |
|
|
2013
Q3 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 404 |
|
|
2013
Q2 | $28K | Buy |
+1,200
| New | +$28K | ﹤0.01% | 446 |
|