Oxford Financial Group’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
7,034
-66
| -0.9% | -$2.15K | 0.01% | 192 |
|
|
2025
Q1 | $209K | Sell |
7,100
-336
| -5% | -$9.89K | 0.01% | 206 |
|
|
2024
Q4 | $240K | Sell |
7,436
-44
| -0.6% | -$1.42K | 0.02% | 225 |
|
|
2024
Q3 | $258K | Sell |
7,480
-1,690
| -18% | -$58.4K | 0.02% | 214 |
|
|
2024
Q2 | $307K | Buy |
9,170
+1,909
| +26% | +$63.9K | 0.02% | 212 |
|
|
2024
Q1 | $269K | Buy |
7,261
+161
| +2% | +$5.97K | 0.02% | 195 |
|
|
2023
Q4 | $246K | Buy |
7,100
+66
| +0.9% | +$2.29K | 0.02% | 203 |
|
|
2023
Q3 | $216K | Sell |
7,034
-246
| -3% | -$7.56K | 0.02% | 205 |
|
|
2023
Q2 | $248K | Buy |
7,280
+163
| +2% | +$5.56K | 0.02% | 202 |
|
|
2023
Q1 | $213K | Hold |
7,117
| – | – | 0.02% | 182 |
|
|
2022
Q4 | $220K | Buy |
+7,117
| New | +$220K | 0.03% | 181 |
|
|
2022
Q1 | – | Sell |
-5,809
| Closed | -$218K | – | 269 |
|
|
2021
Q4 | $218K | Buy |
+5,809
| New | +$218K | 0.02% | 189 |
|