PMFA
Plante Moran Financial Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.6K | Hold |
2,502
| – | – | 0.01% | 270 |
|
|
2025
Q1 | $73.6K | Sell |
2,502
-320
| -11% | -$9.42K | 0.01% | 286 |
|
|
2024
Q4 | $91.1K | Hold |
2,822
| – | – | 0.01% | 271 |
|
|
2024
Q3 | $97.4K | Sell |
2,822
-241
| -8% | -$8.32K | 0.01% | 286 |
|
|
2024
Q2 | $102K | Sell |
3,063
-67
| -2% | -$2.24K | 0.01% | 241 |
|
|
2024
Q1 | $116K | Sell |
3,130
-203
| -6% | -$7.53K | 0.01% | 229 |
|
|
2023
Q4 | $116K | Sell |
3,333
-1,786
| -35% | -$61.9K | 0.01% | 233 |
|
|
2023
Q3 | $157K | Buy |
5,119
+698
| +16% | +$21.5K | 0.02% | 177 |
|
|
2023
Q2 | $151K | Hold |
4,421
| – | – | 0.02% | 190 |
|
|
2023
Q1 | $132K | Sell |
4,421
-669
| -13% | -$20K | 0.02% | 193 |
|
|
2022
Q4 | $158K | Buy |
5,090
+680
| +15% | +$21.1K | 0.02% | 176 |
|
|
2022
Q3 | $117K | Sell |
4,410
-188
| -4% | -$4.99K | 0.02% | 194 |
|
|
2022
Q2 | $134K | Buy |
4,598
+97
| +2% | +$2.83K | 0.02% | 186 |
|
|
2022
Q1 | $169K | Sell |
4,501
-384
| -8% | -$14.4K | 0.03% | 175 |
|
|
2021
Q4 | $184K | Sell |
4,885
-1,262
| -21% | -$47.5K | 0.03% | 191 |
|
|
2021
Q3 | $183K | Sell |
6,147
-168
| -3% | -$5K | 0.04% | 196 |
|
|
2021
Q2 | $203K | Buy |
6,315
+4,860
| +334% | +$156K | 0.05% | 171 |
|
|
2021
Q1 | $140K | Sell |
1,455
-335
| -19% | -$32.2K | 0.04% | 208 |
|
|
2020
Q4 | $162K | Buy |
1,790
+1,010
| +129% | +$91.4K | 0.05% | 197 |
|
|
2020
Q3 | $61K | Buy |
780
+2
| +0.3% | +$156 | 0.02% | 291 |
|
|
2020
Q2 | $54K | Buy |
778
+1
| +0.1% | +$69 | 0.02% | 283 |
|
|
2020
Q1 | $45K | Buy |
777
+3
| +0.4% | +$174 | 0.02% | 268 |
|
|
2019
Q4 | $56K | Buy |
774
+1
| +0.1% | +$72 | 0.02% | 305 |
|
|
2019
Q3 | $54K | Buy |
773
+2
| +0.3% | +$140 | 0.02% | 330 |
|
|
2019
Q2 | $60K | Buy |
771
+1
| +0.1% | +$78 | 0.02% | 301 |
|
|
2019
Q1 | $58K | Buy |
770
+406
| +112% | +$30.6K | 0.02% | 303 |
|
|
2018
Q4 | $23K | Buy |
364
+48
| +15% | +$3.03K | 0.01% | 412 |
|
|
2018
Q3 | $23K | Sell |
316
-451
| -59% | -$32.8K | 0.01% | 421 |
|
|
2018
Q2 | $49K | Sell |
767
-236
| -24% | -$15.1K | 0.02% | 327 |
|
|
2018
Q1 | $56K | Buy |
1,003
+192
| +24% | +$10.7K | 0.03% | 324 |
|
|
2017
Q4 | $45K | Buy |
811
+2
| +0.2% | +$111 | 0.02% | 365 |
|
|
2017
Q3 | $44K | Buy |
809
+14
| +2% | +$761 | 0.03% | 328 |
|
|
2017
Q2 | $43K | Sell |
795
-498
| -39% | -$26.9K | 0.03% | 343 |
|
|
2017
Q1 | $60K | Buy |
1,293
+430
| +50% | +$20K | 0.04% | 285 |
|
|
2016
Q4 | $31K | Buy |
863
+87
| +11% | +$3.13K | 0.02% | 406 |
|
|
2016
Q3 | $24K | Buy |
776
+20
| +3% | +$619 | 0.02% | 451 |
|
|
2016
Q2 | $20K | Buy |
756
+3
| +0.4% | +$79 | 0.01% | 428 |
|
|
2016
Q1 | $19K | Sell |
753
-165
| -18% | -$4.16K | 0.01% | 388 |
|
|
2015
Q4 | $24K | Buy |
918
+109
| +13% | +$2.85K | 0.02% | 414 |
|
|
2015
Q3 | $22K | Buy |
809
+34
| +4% | +$925 | 0.02% | 365 |
|
|
2015
Q2 | $25K | Buy |
775
+2
| +0.3% | +$65 | 0.02% | 397 |
|
|
2015
Q1 | $26K | Sell |
773
-104
| -12% | -$3.5K | 0.02% | 376 |
|
|
2014
Q4 | $32K | Buy |
877
+302
| +53% | +$11K | 0.02% | 340 |
|
|
2014
Q3 | $18K | Buy |
575
+17
| +3% | +$532 | 0.02% | 419 |
|
|
2014
Q2 | $17K | Buy |
558
+252
| +82% | +$7.68K | 0.02% | 409 |
|
|
2014
Q1 | $9K | Sell |
306
-1,449
| -83% | -$42.6K | 0.01% | 383 |
|
|
2013
Q4 | $50K | Buy |
1,755
+1,486
| +552% | +$42.3K | 0.03% | 232 |
|
|
2013
Q3 | $7K | Buy |
269
+96
| +55% | +$2.5K | ﹤0.01% | 439 |
|
|
2013
Q2 | $4K | Buy |
+173
| New | +$4K | ﹤0.01% | 461 |
|