MIM
Montgomery Investment Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,000
| Closed | -$207K | – | 90 |
|
|
2024
Q3 | $207K | Hold |
6,000
| – | – | 0.08% | 86 |
|
|
2024
Q2 | $201K | Hold |
6,000
| – | – | 0.08% | 88 |
|
|
2024
Q1 | $222K | Hold |
6,000
| – | – | 0.08% | 85 |
|
|
2023
Q4 | $208K | Buy |
+6,000
| New | +$208K | 0.06% | 86 |
|
|
2023
Q3 | – | Sell |
-6,000
| Closed | -$205K | – | 90 |
|
|
2023
Q2 | $205K | Buy |
+6,000
| New | +$205K | 0.07% | 85 |
|
|
2022
Q2 | – | Sell |
-6,000
| Closed | -$225K | – | 80 |
|
|
2022
Q1 | $225K | Hold |
6,000
| – | – | 0.08% | 81 |
|
|
2021
Q4 | $226K | Buy |
+6,000
| New | +$226K | 0.08% | 81 |
|
|
2017
Q2 | – | Sell |
-9,500
| Closed | -$442K | – | 97 |
|
|
2017
Q1 | $442K | Hold |
9,500
| – | – | 0.19% | 70 |
|
|
2016
Q4 | $341K | Hold |
9,500
| – | – | 0.15% | 83 |
|
|
2016
Q3 | $290K | Hold |
9,500
| – | – | 0.14% | 84 |
|
|
2016
Q2 | $248K | Buy |
+9,500
| New | +$248K | 0.12% | 85 |
|