Robertson Stephens Wealth Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $627K | Sell |
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|
2023
Q2 | $818K | Buy |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $711K | Sell |
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|
2022
Q3 | $771K | Buy |
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|
2022
Q2 | $726K | Sell |
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|
2022
Q1 | $947K | Buy |
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|
2021
Q4 | $939K | Buy |
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|
2021
Q3 | $596K | Buy |
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|
2021
Q2 | $642K | Hold |
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|
2021
Q1 | $644K | Buy |
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|
2020
Q4 | $595K | Hold |
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|
2020
Q3 | $509K | Buy |
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