MGIA
Moneta Group Investment Advisors’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.1M | Sell |
33,806
-44
| -0.1% | -$1.44K | 0.01% | 294 |
|
2025
Q1 | $996K | Sell |
33,850
-4,694
| -12% | -$138K | 0.01% | 291 |
|
2024
Q4 | $1.24M | Sell |
38,544
-1,058
| -3% | -$34.1K | 0.02% | 258 |
|
2024
Q3 | $1.37M | Buy |
39,602
+200
| +0.5% | +$6.91K | 0.02% | 247 |
|
2024
Q2 | $1.32M | Buy |
39,402
+1,804
| +5% | +$60.3K | 0.02% | 238 |
|
2024
Q1 | $1.39M | Buy |
37,598
+2,682
| +8% | +$99.4K | 0.02% | 228 |
|
2023
Q4 | $1.21M | Buy |
34,916
+11,921
| +52% | +$413K | 0.02% | 214 |
|
2023
Q3 | $707K | Buy |
22,995
+318
| +1% | +$9.78K | 0.02% | 262 |
|
2023
Q2 | $773K | Sell |
22,677
-684
| -3% | -$23.3K | 0.02% | 255 |
|
2023
Q1 | $699K | Buy |
23,361
+433
| +2% | +$13K | 0.02% | 260 |
|
2022
Q4 | $709K | Buy |
22,928
+68
| +0.3% | +$2.1K | 0.02% | 249 |
|
2022
Q3 | $609K | Sell |
22,860
-1,056
| -4% | -$28.1K | 0.02% | 249 |
|
2022
Q2 | $695K | Buy |
23,916
+2,981
| +14% | +$86.6K | 0.02% | 251 |
|
2022
Q1 | $784K | Sell |
20,935
-4,916
| -19% | -$184K | 0.03% | 236 |
|
2021
Q4 | $972K | Buy |
25,851
+4,802
| +23% | +$181K | 0.04% | 209 |
|
2021
Q3 | $626K | Buy |
21,049
+694
| +3% | +$20.6K | 0.03% | 250 |
|
2021
Q2 | $653K | Buy |
20,355
+17,202
| +546% | +$552K | 0.03% | 246 |
|
2021
Q1 | $304K | Buy |
+3,153
| New | +$304K | 0.02% | 328 |
|
2019
Q3 | – | Sell |
-6,669
| Closed | -$516K | – | 280 |
|
2019
Q2 | $516K | Buy |
6,669
+13
| +0.2% | +$1.01K | 0.05% | 155 |
|
2019
Q1 | $498K | Sell |
6,656
-7
| -0.1% | -$524 | 0.05% | 142 |
|
2018
Q4 | $414K | Buy |
+6,663
| New | +$414K | 0.05% | 150 |
|
2018
Q1 | – | Sell |
-50
| Closed | -$3K | – | 620 |
|
2017
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 376 |
|