RIA
Regal Investment Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,718
| Closed | -$212K | – | 573 |
|
|
2024
Q1 | $212K | Buy |
+5,718
| New | +$212K | 0.01% | 540 |
|
|
2023
Q2 | – | Sell |
-10,777
| Closed | -$323K | – | 518 |
|
|
2023
Q1 | $323K | Sell |
10,777
-273
| -2% | -$8.17K | 0.03% | 369 |
|
|
2022
Q4 | $342K | Buy |
11,050
+6
| +0.1% | +$186 | 0.03% | 354 |
|
|
2022
Q3 | $294K | Buy |
11,044
+33
| +0.3% | +$878 | 0.03% | 371 |
|
|
2022
Q2 | $320K | Sell |
11,011
-575
| -5% | -$16.7K | 0.03% | 362 |
|
|
2022
Q1 | $434K | Sell |
11,586
-3,934
| -25% | -$147K | 0.04% | 336 |
|
|
2021
Q4 | $584K | Sell |
15,520
-109
| -0.7% | -$4.1K | 0.05% | 310 |
|
|
2021
Q3 | $465K | Buy |
15,629
+34
| +0.2% | +$1.01K | 0.05% | 336 |
|
|
2021
Q2 | $500K | Buy |
+15,595
| New | +$500K | 0.05% | 328 |
|
|
2021
Q1 | – | Sell |
-4,851
| Closed | -$440K | – | 93 |
|
|
2020
Q4 | $440K | Buy |
+4,851
| New | +$440K | 0.05% | 301 |
|
|
2020
Q1 | – | Sell |
-4,885
| Closed | -$353K | – | 72 |
|
|
2019
Q4 | $353K | Sell |
4,885
-89
| -2% | -$6.43K | 0.06% | 240 |
|
|
2019
Q3 | $345K | Buy |
4,974
+13
| +0.3% | +$902 | 0.07% | 227 |
|
|
2019
Q2 | $384K | Buy |
4,961
+11
| +0.2% | +$851 | 0.07% | 222 |
|
|
2019
Q1 | $370K | Buy |
4,950
+12
| +0.2% | +$897 | 0.08% | 215 |
|
|
2018
Q4 | $307K | Buy |
+4,938
| New | +$307K | 0.07% | 238 |
|
|
2015
Q4 | – | Sell |
-6,684
| Closed | -$179K | – | 387 |
|
|
2015
Q3 | $179K | Buy |
6,684
+6,464
| +2,938% | +$173K | 0.05% | 250 |
|
|
2015
Q2 | $7K | Hold |
220
| – | – | ﹤0.01% | 693 |
|
|
2015
Q1 | $7K | Buy |
220
+200
| +1,000% | +$6.36K | ﹤0.01% | 750 |
|
|
2014
Q4 | $1K | Sell |
20
-1,650
| -99% | -$82.5K | ﹤0.01% | 879 |
|
|
2014
Q3 | $54K | Hold |
1,670
| – | – | 0.02% | 402 |
|
|
2014
Q2 | $51K | Hold |
1,670
| – | – | 0.02% | 385 |
|
|
2014
Q1 | $48K | Sell |
1,670
-120
| -7% | -$3.45K | 0.02% | 351 |
|
|
2013
Q4 | $51K | Hold |
1,790
| – | – | 0.03% | 287 |
|
|
2013
Q3 | $46K | Hold |
1,790
| – | – | 0.03% | 310 |
|
|
2013
Q2 | $42K | Buy |
+1,790
| New | +$42K | 0.02% | 320 |
|