Principle Wealth Partners’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
10,424
+495
+5% +$16.2K 0.02% 285
2025
Q1
$292K Sell
9,929
-5,075
-34% -$149K 0.02% 292
2024
Q4
$484K Hold
15,004
0.03% 224
2024
Q3
$518K Sell
15,004
-325
-2% -$11.2K 0.04% 218
2024
Q2
$513K Hold
15,329
0.04% 216
2024
Q1
$568K Hold
15,329
0.04% 206
2023
Q4
$531K Hold
15,329
0.05% 205
2023
Q3
$471K Hold
15,329
0.05% 209
2023
Q2
$523K Hold
15,329
0.05% 198
2023
Q1
$459K Hold
15,329
0.05% 202
2022
Q4
$475K Hold
15,329
0.05% 199
2022
Q3
$408 Sell
15,329
-510
-3% -$14 0.04% 202
2022
Q2
$460K Buy
15,839
+62
+0.4% +$1.8K 0.06% 200
2022
Q1
$591K Buy
15,777
+9
+0.1% +$337 0.06% 185
2021
Q4
$593K Hold
15,768
0.06% 185
2021
Q3
$469K Hold
15,768
0.05% 203
2021
Q2
$506K Hold
15,768
0.06% 197
2021
Q1
$507K Hold
15,768
0.06% 191
2020
Q4
$477K Buy
+15,768
New +$477K 0.06% 182