Mather Group’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
6,643
-2,468
-27% -$80.5K ﹤0.01% 582
2025
Q1
$268K Buy
9,111
+918
+11% +$27K ﹤0.01% 509
2024
Q4
$264K Sell
8,193
-296
-3% -$9.55K ﹤0.01% 491
2024
Q3
$293K Sell
8,489
-1,559
-16% -$53.8K ﹤0.01% 476
2024
Q2
$372K Buy
10,048
+1,191
+13% +$44.2K ﹤0.01% 479
2024
Q1
$307K Buy
8,857
+115
+1% +$3.99K ﹤0.01% 437
2023
Q4
$303K Sell
8,742
-114
-1% -$3.95K ﹤0.01% 452
2023
Q3
$272K Sell
8,856
-2,090
-19% -$64.3K ﹤0.01% 458
2023
Q2
$373K Buy
+10,946
New +$373K 0.01% 410
2022
Q1
Sell
-5,455
Closed -$205K 449
2021
Q4
$205K Buy
+5,455
New +$205K ﹤0.01% 379
2020
Q1
Sell
-10,629
Closed -$256K 148
2019
Q4
$256K Buy
+10,629
New +$256K 0.02% 145