SQA
Simon Quick Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
13,574
+1,933
| +17% | +$63.1K | 0.02% | 475 |
|
|
2025
Q1 | $343K | Buy |
11,641
+91
| +0.8% | +$2.68K | 0.02% | 401 |
|
|
2024
Q4 | $373K | Sell |
11,550
-95
| -0.8% | -$3.07K | 0.02% | 312 |
|
|
2024
Q3 | $402K | Buy |
11,645
+578
| +5% | +$20K | 0.03% | 267 |
|
|
2024
Q2 | $370K | Buy |
11,067
+408
| +4% | +$13.6K | 0.03% | 257 |
|
|
2024
Q1 | $395K | Buy |
10,659
+1,276
| +14% | +$47.3K | 0.03% | 244 |
|
|
2023
Q4 | $325K | Buy |
9,383
+53
| +0.6% | +$1.84K | 0.03% | 227 |
|
|
2023
Q3 | $287K | Buy |
9,330
+596
| +7% | +$18.3K | 0.03% | 244 |
|
|
2023
Q2 | $298K | Buy |
8,734
+504
| +6% | +$17.2K | 0.03% | 205 |
|
|
2023
Q1 | $246K | Buy |
+8,230
| New | +$246K | 0.03% | 238 |
|
|
2020
Q4 | – | Sell |
-450
| Closed | -$12K | – | 456 |
|
|
2020
Q3 | $12K | Buy |
450
+342
| +317% | +$9.12K | ﹤0.01% | 324 |
|
|
2020
Q2 | $3K | Sell |
108
-54
| -33% | -$1.5K | ﹤0.01% | 386 |
|
|
2020
Q1 | $3K | Buy |
+162
| New | +$3K | ﹤0.01% | 383 |
|
|
2019
Q4 | – | Sell |
-165
| Closed | -$4K | – | 660 |
|
|
2019
Q3 | $4K | Hold |
165
| – | – | ﹤0.01% | 315 |
|
|
2019
Q2 | $4.26K | Buy |
+165
| New | +$4.26K | ﹤0.01% | 293 |
|
|
2018
Q1 | – | Sell |
-771
| Closed | -$15K | – | 336 |
|
|
2017
Q4 | $15K | Hold |
771
| – | – | 0.01% | 307 |
|
|
2017
Q3 | $14K | Buy |
+771
| New | +$14K | 0.01% | 391 |
|
|
2017
Q1 | – | Sell |
-19,800
| Closed | -$237K | – | 349 |
|
|
2016
Q4 | $237K | Buy |
+19,800
| New | +$237K | 0.18% | 84 |
|