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