Patton Albertson Miller Group’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$414K Sell
12,700
-57
-0.4% -$1.86K 0.05% 163
2025
Q1
$375K Buy
12,757
+9
+0.1% +$265 0.06% 162
2024
Q4
$411K Hold
12,748
0.06% 159
2024
Q3
$440K Buy
12,748
+48
+0.4% +$1.66K 0.06% 155
2024
Q2
$425K Buy
12,700
+690
+6% +$23.1K 0.06% 151
2024
Q1
$445K Hold
12,010
0.07% 149
2023
Q4
$416K Hold
12,010
0.07% 156
2023
Q3
$369K Buy
12,010
+5,484
+84% +$169K 0.07% 156
2023
Q2
$223K Buy
+6,526
New +$223K 0.04% 198
2023
Q1
Sell
-7,251
Closed -$225K 218
2022
Q4
$225K Buy
+7,251
New +$225K 0.04% 203
2022
Q3
Sell
-7,301
Closed -$212K 215
2022
Q2
$212K Sell
7,301
-1,800
-20% -$52.3K 0.04% 215
2022
Q1
$341K Sell
9,101
-827
-8% -$31K 0.06% 188
2021
Q4
$373K Hold
9,928
0.06% 196
2021
Q3
$295K Sell
9,928
-250
-2% -$7.43K 0.06% 213
2021
Q2
$327K Sell
10,178
-3,067
-23% -$98.5K 0.07% 173
2021
Q1
$426K Hold
13,245
0.1% 153
2020
Q4
$401K Sell
13,245
-564
-4% -$17.1K 0.1% 160
2020
Q3
$358K Hold
13,809
0.1% 163
2020
Q2
$321K Hold
13,809
0.09% 170
2020
Q1
$264K Hold
13,809
0.09% 187
2019
Q4
$333K Hold
13,809
0.09% 194
2019
Q3
$319K Buy
+13,809
New +$319K 0.09% 195
2018
Q4
Sell
-2,493
Closed -$55K 154
2018
Q3
$55K Buy
+2,493
New +$55K 0.03% 170