Patriot Financial Group Insurance Agency’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 | $466K | Buy |
14,290
+406
| +3% | +$13.2K | 0.05% | 321 |
|
|
2025
Q1 | $409K | Buy |
13,884
+317
| +2% | +$9.33K | 0.05% | 331 |
|
|
2024
Q4 | $438K | Buy |
13,567
+75
| +0.6% | +$2.42K | 0.06% | 304 |
|
|
2024
Q3 | $466K | Sell |
13,492
-612
| -4% | -$21.1K | 0.06% | 304 |
|
|
2024
Q2 | $472K | Buy |
14,104
+402
| +3% | +$13.4K | 0.07% | 280 |
|
|
2024
Q1 | $508K | Buy |
13,702
+1,334
| +11% | +$49.5K | 0.08% | 269 |
|
|
2023
Q4 | $429K | Sell |
12,368
-5,230
| -30% | -$181K | 0.08% | 268 |
|
|
2023
Q3 | $541K | Sell |
17,598
-523
| -3% | -$16.1K | 0.11% | 215 |
|
|
2023
Q2 | $618K | Buy |
18,121
+5,416
| +43% | +$185K | 0.12% | 206 |
|
|
2023
Q1 | $380K | Sell |
12,705
-2,109
| -14% | -$63.1K | 0.08% | 278 |
|
|
2022
Q4 | $459K | Sell |
14,814
-89
| -0.6% | -$2.76K | 0.06% | 223 |
|
|
2022
Q3 | $397K | Buy |
14,903
+463
| +3% | +$12.3K | 0.1% | 230 |
|
|
2022
Q2 | $420K | Sell |
14,440
-1,104
| -7% | -$32.1K | 0.09% | 229 |
|
|
2022
Q1 | $582K | Sell |
15,544
-683
| -4% | -$25.6K | 0.1% | 212 |
|
|
2021
Q4 | $610K | Buy |
16,227
+1,388
| +9% | +$52.2K | 0.1% | 205 |
|
|
2021
Q3 | $441K | Buy |
14,839
+2,741
| +23% | +$81.5K | 0.08% | 261 |
|
|
2021
Q2 | $388K | Buy |
12,098
+317
| +3% | +$10.2K | 0.07% | 281 |
|
|
2021
Q1 | $379K | Buy |
11,781
+231
| +2% | +$7.43K | 0.09% | 239 |
|
|
2020
Q4 | $349K | Buy |
11,550
+456
| +4% | +$13.8K | 0.09% | 231 |
|
|
2020
Q3 | $287K | Sell |
11,094
-171
| -2% | -$4.42K | 0.09% | 206 |
|
|
2020
Q2 | $262K | Sell |
11,265
-6
| -0.1% | -$140 | 0.1% | 195 |
|
|
2020
Q1 | $215K | Buy |
11,271
+930
| +9% | +$17.7K | 0.1% | 197 |
|
|
2019
Q4 | $249K | Buy |
10,341
+6
| +0.1% | +$144 | 0.09% | 188 |
|
|
2019
Q3 | $239K | Buy |
10,335
+294
| +3% | +$6.8K | 0.11% | 171 |
|
|
2019
Q2 | $262K | Buy |
10,041
+2,049
| +26% | +$53.5K | 0.11% | 156 |
|
|
2019
Q1 | $199K | Buy |
7,992
+9
| +0.1% | +$224 | 0.1% | 165 |
|
|
2018
Q4 | $165K | Sell |
7,983
-753
| -9% | -$15.6K | 0.11% | 145 |
|
|
2018
Q3 | $216K | Buy |
8,736
+3,822
| +78% | +$94.5K | 0.13% | 109 |
|
|
2018
Q2 | $104K | Buy |
4,914
+3
| +0.1% | +$63 | 0.11% | 111 |
|
|
2018
Q1 | $90K | Buy |
4,911
+3,291
| +203% | +$60.3K | 0.07% | 228 |
|
|
2017
Q4 | $32K | Hold |
1,620
| – | – | 0.02% | 367 |
|
|
2017
Q3 | $29K | Hold |
1,620
| – | – | 0.03% | 339 |
|
|
2017
Q2 | $30K | Hold |
1,620
| – | – | 0.03% | 316 |
|
|
2017
Q1 | $25K | Hold |
1,620
| – | – | 0.03% | 318 |
|
|
2016
Q4 | $24K | Buy |
+1,620
| New | +$24K | 0.03% | 316 |
|