Nelson Capital Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,200
| Closed | -$200K | – | 102 |
|
2024
Q4 | $200K | Hold |
6,200
| – | – | 0.03% | 105 |
|
2024
Q3 | $214K | Hold |
6,200
| – | – | 0.04% | 101 |
|
2024
Q2 | $207K | Hold |
6,200
| – | – | 0.04% | 101 |
|
2024
Q1 | $230K | Hold |
6,200
| – | – | 0.04% | 97 |
|
2023
Q4 | $215K | Buy |
+6,200
| New | +$215K | 0.05% | 93 |
|
2023
Q3 | – | Sell |
-6,200
| Closed | -$211K | – | 93 |
|
2023
Q2 | $211K | Buy |
+6,200
| New | +$211K | 0.05% | 90 |
|
2022
Q2 | – | Sell |
-9,300
| Closed | -$348K | – | 99 |
|
2022
Q1 | $348K | Hold |
9,300
| – | – | 0.07% | 87 |
|
2021
Q4 | $350K | Hold |
9,300
| – | – | 0.06% | 87 |
|
2021
Q3 | $277K | Hold |
9,300
| – | – | 0.06% | 88 |
|
2021
Q2 | $298K | Sell |
9,300
-117
| -1% | -$3.75K | 0.06% | 87 |
|
2021
Q1 | $303K | Hold |
9,417
| – | – | 0.06% | 84 |
|
2020
Q4 | $285K | Hold |
9,417
| – | – | 0.06% | 81 |
|
2020
Q3 | $244K | Hold |
9,417
| – | – | 0.04% | 91 |
|
2020
Q2 | $219K | Buy |
+9,417
| New | +$219K | 0.05% | 87 |
|
2020
Q1 | – | Sell |
-11,316
| Closed | -$273K | – | 91 |
|
2019
Q4 | $273K | Sell |
11,316
-39
| -0.3% | -$941 | 0.06% | 89 |
|
2019
Q3 | $262K | Sell |
11,355
-894
| -7% | -$20.6K | 0.06% | 82 |
|
2019
Q2 | $316K | Sell |
12,249
-1,182
| -9% | -$30.5K | 0.07% | 80 |
|
2019
Q1 | $335K | Buy |
13,431
+66
| +0.5% | +$1.65K | 0.08% | 74 |
|
2018
Q4 | $277K | Sell |
13,365
-1,164
| -8% | -$24.1K | 0.08% | 81 |
|
2018
Q3 | $359K | Buy |
14,529
+144
| +1% | +$3.56K | 0.08% | 70 |
|
2018
Q2 | $306K | Hold |
14,385
| – | – | 0.08% | 71 |
|
2018
Q1 | $267K | Sell |
14,385
-1,500
| -9% | -$27.8K | 0.07% | 82 |
|
2017
Q4 | $291K | Sell |
15,885
-1,500
| -9% | -$27.5K | 0.09% | 75 |
|
2017
Q3 | $314K | Hold |
17,385
| – | – | 0.1% | 69 |
|
2017
Q2 | $316K | Hold |
17,385
| – | – | 0.11% | 67 |
|
2017
Q1 | $270K | Buy |
+17,385
| New | +$270K | 0.09% | 72 |
|
2016
Q2 | – | Sell |
-52,185
| Closed | -$448K | – | 274 |
|
2016
Q1 | $448K | Buy |
+52,185
| New | +$448K | 0.17% | 55 |
|
2015
Q4 | – | Sell |
-53,985
| Closed | -$484K | – | 259 |
|
2015
Q3 | $484K | Sell |
53,985
-4,887
| -8% | -$43.8K | 0.19% | 56 |
|
2015
Q2 | $641K | Buy |
+58,872
| New | +$641K | 0.23% | 56 |
|
2015
Q1 | – | Sell |
-58,872
| Closed | -$711K | – | 277 |
|
2014
Q4 | $711K | Sell |
58,872
-2,430
| -4% | -$29.3K | 0.26% | 57 |
|
2014
Q3 | $655K | Buy |
61,302
+2,817
| +5% | +$30.1K | 0.25% | 56 |
|
2014
Q2 | $601K | Buy |
58,485
+2,385
| +4% | +$24.5K | 0.24% | 56 |
|
2014
Q1 | $542K | Hold |
56,100
| – | – | 0.24% | 57 |
|
2013
Q4 | $538K | Hold |
56,100
| – | – | 0.24% | 58 |
|
2013
Q3 | $481K | Buy |
+56,100
| New | +$481K | 0.23% | 57 |
|