Silver Oak Advisory Group’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Hold |
14,169
| – | – | 0.22% | 42 |
|
|
2025
Q1 | $416K | Hold |
14,169
| – | – | 0.22% | 45 |
|
|
2024
Q4 | $457K | Hold |
14,169
| – | – | 0.24% | 40 |
|
|
2024
Q3 | $489K | Hold |
14,169
| – | – | 0.25% | 40 |
|
|
2024
Q2 | $473K | Hold |
14,169
| – | – | 0.26% | 39 |
|
|
2024
Q1 | $526K | Sell |
14,169
-392
| -3% | -$14.6K | 0.3% | 37 |
|
|
2023
Q4 | $505K | Hold |
14,561
| – | – | 0.3% | 33 |
|
|
2023
Q3 | $447K | Buy |
14,561
+8,388
| +136% | +$257K | 0.29% | 36 |
|
|
2023
Q2 | $210K | Sell |
6,173
-782
| -11% | -$26.6K | 0.14% | 55 |
|
|
2023
Q1 | $208K | Hold |
6,955
| – | – | 0.14% | 56 |
|
|
2022
Q4 | $215K | Sell |
6,955
-1,022
| -13% | -$31.6K | 0.15% | 55 |
|
|
2022
Q3 | $213K | Hold |
7,977
| – | – | 0.16% | 51 |
|
|
2022
Q2 | $232K | Hold |
7,977
| – | – | 0.16% | 51 |
|
|
2022
Q1 | $299K | Hold |
7,977
| – | – | 0.2% | 43 |
|
|
2021
Q4 | $300K | Buy |
+7,977
| New | +$300K | 0.19% | 43 |
|