RPWA
Regent Peak Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $231K | Sell |
7,858
-589
| -7% | -$17.3K | 0.05% | 150 |
|
|
2024
Q4 | $273K | Buy |
8,447
+25
| +0.3% | +$807 | 0.06% | 133 |
|
|
2024
Q3 | $291K | Buy |
8,422
+159
| +2% | +$5.49K | 0.07% | 126 |
|
|
2024
Q2 | $276K | Buy |
8,263
+169
| +2% | +$5.65K | 0.06% | 131 |
|
|
2024
Q1 | $300K | Buy |
8,094
+23
| +0.3% | +$853 | 0.08% | 120 |
|
|
2023
Q4 | $280K | Sell |
8,071
-71
| -0.9% | -$2.46K | 0.08% | 118 |
|
|
2023
Q3 | $250K | Buy |
8,142
+195
| +2% | +$6K | 0.08% | 126 |
|
|
2023
Q2 | $271K | Sell |
7,947
-45
| -0.6% | -$1.54K | 0.08% | 113 |
|
|
2023
Q1 | $239K | Buy |
7,992
+108
| +1% | +$3.23K | 0.07% | 129 |
|
|
2022
Q4 | $244K | Buy |
7,884
+67
| +0.9% | +$2.08K | 0.08% | 133 |
|
|
2022
Q3 | $208K | Buy |
7,817
+188
| +2% | +$5K | 0.07% | 141 |
|
|
2022
Q2 | $221K | Sell |
7,629
-44
| -0.6% | -$1.28K | 0.07% | 143 |
|
|
2022
Q1 | $287K | Sell |
7,673
-366
| -5% | -$13.7K | 0.08% | 130 |
|
|
2021
Q4 | $302K | Buy |
8,039
+193
| +2% | +$7.25K | 0.08% | 130 |
|
|
2021
Q3 | $233K | Buy |
7,846
+108
| +1% | +$3.21K | 0.07% | 152 |
|
|
2021
Q2 | $250K | Buy |
7,738
+5,232
| +209% | +$169K | 0.07% | 144 |
|
|
2021
Q1 | $241K | Buy |
2,506
+49
| +2% | +$4.71K | 0.08% | 135 |
|
|
2020
Q4 | $223K | Buy |
+2,457
| New | +$223K | 0.07% | 132 |
|