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