OneDigital Investment Advisors’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.69M | Buy |
82,577
+3,961
| +5% | +$129K | 0.03% | 356 |
|
2025
Q1 | $2.31M | Sell |
78,616
-9,620
| -11% | -$283K | 0.03% | 370 |
|
2024
Q4 | $2.85M | Buy |
88,236
+20,225
| +30% | +$653K | 0.03% | 346 |
|
2024
Q3 | $2.35M | Buy |
68,011
+522
| +0.8% | +$18K | 0.03% | 396 |
|
2024
Q2 | $2.26M | Buy |
67,489
+11,613
| +21% | +$388K | 0.03% | 390 |
|
2024
Q1 | $2.07M | Sell |
55,876
-4,963
| -8% | -$184K | 0.03% | 326 |
|
2023
Q4 | $2.11M | Buy |
60,839
+20,619
| +51% | +$715K | 0.04% | 304 |
|
2023
Q3 | $1.24M | Sell |
40,220
-659
| -2% | -$20.3K | 0.03% | 379 |
|
2023
Q2 | $1.39M | Sell |
40,879
-29,664
| -42% | -$1.01M | 0.03% | 345 |
|
2023
Q1 | $2.11M | Buy |
70,543
+27,282
| +63% | +$817K | 0.05% | 265 |
|
2022
Q4 | $1.34M | Buy |
43,261
+8,412
| +24% | +$261K | 0.04% | 307 |
|
2022
Q3 | $928K | Buy |
34,849
+1,248
| +4% | +$33.2K | 0.03% | 311 |
|
2022
Q2 | $976K | Buy |
33,601
+4,975
| +17% | +$145K | 0.04% | 265 |
|
2022
Q1 | $1.07M | Buy |
28,626
+16,969
| +146% | +$635K | 0.04% | 258 |
|
2021
Q4 | $438K | Sell |
11,657
-8,593
| -42% | -$323K | 0.02% | 475 |
|
2021
Q3 | $602K | Buy |
20,250
+2,858
| +16% | +$85K | 0.02% | 372 |
|
2021
Q2 | $558K | Buy |
17,392
+1,888
| +12% | +$60.6K | 0.02% | 378 |
|
2021
Q1 | $498K | Buy |
15,504
+4,008
| +35% | +$129K | 0.02% | 376 |
|
2020
Q4 | $348K | Hold |
11,496
| – | – | 0.02% | 441 |
|
2020
Q3 | $298K | Sell |
11,496
-3,105
| -21% | -$80.5K | 0.02% | 427 |
|
2020
Q2 | $339K | Hold |
14,601
| – | – | 0.02% | 406 |
|
2020
Q1 | $279K | Sell |
14,601
-897
| -6% | -$17.1K | 0.02% | 384 |
|
2019
Q4 | $374K | Buy |
15,498
+2,061
| +15% | +$49.7K | 0.03% | 356 |
|
2019
Q3 | $310K | Buy |
13,437
+2,553
| +23% | +$58.9K | 0.03% | 371 |
|
2019
Q2 | $280K | Buy |
10,884
+9,903
| +1,009% | +$255K | 0.02% | 354 |
|
2019
Q1 | $24K | Sell |
981
-396
| -29% | -$9.69K | ﹤0.01% | 677 |
|
2018
Q4 | $29K | Sell |
1,377
-60
| -4% | -$1.26K | ﹤0.01% | 580 |
|
2018
Q3 | $35K | Buy |
1,437
+3
| +0.2% | +$73 | 0.01% | 491 |
|
2018
Q2 | $30K | Sell |
1,434
-81
| -5% | -$1.7K | 0.01% | 666 |
|
2018
Q1 | $28K | Buy |
1,515
+96
| +7% | +$1.77K | 0.01% | 683 |
|
2017
Q4 | $26K | Sell |
1,419
-336
| -19% | -$6.16K | ﹤0.01% | 709 |
|
2017
Q3 | $32K | Sell |
1,755
-99
| -5% | -$1.81K | 0.01% | 490 |
|
2017
Q2 | $34K | Buy |
+1,854
| New | +$34K | 0.01% | 576 |
|