Loring Wolcott & Coolidge Fiduciary Advisors’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 | $173K | Hold |
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|
2025
Q1 | $146K | Sell |
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|
2024
Q4 | $207K | Sell |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $212K | Hold |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $194K | Sell |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $162K | Hold |
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|
2022
Q4 | $167K | Hold |
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|
2022
Q3 | $144K | Hold |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $171K | Sell |
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|
2021
Q4 | $217K | Hold |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | $56K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $146K | Buy |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $18K | Sell |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $17K | Sell |
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|
2017
Q3 | $58K | Hold |
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|
2017
Q2 | $53K | Hold |
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|
2017
Q1 | $50K | Sell |
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|
2016
Q4 | $66K | Hold |
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|
2016
Q3 | $56K | Hold |
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|
2016
Q2 | $48K | Hold |
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|
2016
Q1 | $47K | Hold |
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|
2015
Q4 | $47K | Hold |
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|
2015
Q3 | $60K | Hold |
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|
2015
Q2 | $60K | Sell |
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|
2015
Q1 | $65K | Hold |
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|
2014
Q4 | $71K | Sell |
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|
2014
Q3 | $77K | Hold |
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|
2014
Q2 | $74K | Hold |
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|
2014
Q1 | $70K | Buy |
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|
2013
Q4 | $35K | Hold |
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|
2013
Q3 | $31K | Hold |
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|
2013
Q2 | $28K | Buy |
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