Sequoia Financial Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Buy |
151,827
+7,751
| +5% | +$253K | 0.03% | 280 |
|
|
2025
Q1 | $4.24M | Buy |
144,076
+17,630
| +14% | +$519K | 0.03% | 298 |
|
|
2024
Q4 | $4.08M | Buy |
126,446
+11,923
| +10% | +$385K | 0.04% | 276 |
|
|
2024
Q3 | $3.95M | Buy |
114,523
+13,523
| +13% | +$467K | 0.04% | 246 |
|
|
2024
Q2 | $3.38M | Buy |
101,000
+8,054
| +9% | +$269K | 0.04% | 240 |
|
|
2024
Q1 | $3.45M | Sell |
92,946
-24,041
| -21% | -$891K | 0.04% | 244 |
|
|
2023
Q4 | $4.06M | Buy |
116,987
+84,352
| +258% | +$2.92M | 0.05% | 236 |
|
|
2023
Q3 | $1M | Buy |
32,635
+1,571
| +5% | +$48.3K | 0.02% | 335 |
|
|
2023
Q2 | $1.06M | Buy |
31,064
+2,336
| +8% | +$79.7K | 0.02% | 339 |
|
|
2023
Q1 | $860K | Buy |
28,728
+901
| +3% | +$27K | 0.02% | 341 |
|
|
2022
Q4 | $862K | Buy |
27,827
+10,336
| +59% | +$320K | 0.02% | 321 |
|
|
2022
Q3 | $466K | Buy |
17,491
+766
| +5% | +$20.4K | 0.01% | 303 |
|
|
2022
Q2 | $486K | Sell |
16,725
-1,354
| -7% | -$39.3K | 0.01% | 330 |
|
|
2022
Q1 | $677K | Buy |
18,079
+4,722
| +35% | +$177K | 0.02% | 297 |
|
|
2021
Q4 | $502K | Buy |
+13,357
| New | +$502K | 0.01% | 324 |
|
|
2021
Q3 | – | Sell |
-9,362
| Closed | -$300K | – | 299 |
|
|
2021
Q2 | $300K | Buy |
9,362
+686
| +8% | +$22K | 0.01% | 379 |
|
|
2021
Q1 | $279K | Sell |
8,676
-5,757
| -40% | -$185K | 0.01% | 351 |
|
|
2020
Q4 | $437K | Buy |
14,433
+3,540
| +32% | +$107K | 0.02% | 266 |
|
|
2020
Q3 | $282K | Buy |
10,893
+78
| +0.7% | +$2.02K | 0.01% | 304 |
|
|
2020
Q2 | $251K | Buy |
+10,815
| New | +$251K | 0.01% | 313 |
|