SkyOak Wealth’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 | $347K | Buy |
10,647
+847
| +9% | +$27.6K | 0.07% | 158 |
|
|
2025
Q1 | $288K | Sell |
9,800
-3,300
| -25% | -$97.1K | 0.06% | 176 |
|
|
2024
Q4 | $423K | Hold |
13,100
| – | – | 0.09% | 131 |
|
|
2024
Q3 | $452K | Sell |
13,100
-13,653
| -51% | -$471K | 0.1% | 123 |
|
|
2024
Q2 | $895K | Sell |
26,753
-2,847
| -10% | -$95.2K | 0.21% | 75 |
|
|
2024
Q1 | $1.1M | Hold |
29,600
| – | – | 0.26% | 72 |
|
|
2023
Q4 | $1.03M | Sell |
29,600
-3,300
| -10% | -$114K | 0.27% | 72 |
|
|
2023
Q3 | $1.01M | Buy |
32,900
+3,400
| +12% | +$105K | 0.3% | 67 |
|
|
2023
Q2 | $1.01M | Sell |
29,500
-900
| -3% | -$30.7K | 0.28% | 75 |
|
|
2023
Q1 | $910K | Hold |
30,400
| – | – | 0.28% | 79 |
|
|
2022
Q4 | $942K | Sell |
30,400
-4,325
| -12% | -$134K | 0.32% | 73 |
|
|
2022
Q3 | $925K | Hold |
34,725
| – | – | 0.33% | 73 |
|
|
2022
Q2 | $1.01M | Hold |
34,725
| – | – | 0.34% | 75 |
|
|
2022
Q1 | $1.3M | Sell |
34,725
-1,500
| -4% | -$56.2K | 0.36% | 73 |
|
|
2021
Q4 | $1.36M | Hold |
36,225
| – | – | 0.35% | 73 |
|
|
2021
Q3 | $1.08M | Hold |
36,225
| – | – | 0.29% | 78 |
|
|
2021
Q2 | $1.16M | Hold |
36,225
| – | – | 0.31% | 75 |
|
|
2021
Q1 | $1.23M | Sell |
36,225
-3,300
| -8% | -$112K | 0.34% | 74 |
|
|
2020
Q4 | $1.2M | Hold |
39,525
| – | – | 0.37% | 74 |
|
|
2020
Q3 | $1.02M | Hold |
39,525
| – | – | 0.37% | 71 |
|
|
2020
Q2 | $919K | Hold |
39,525
| – | – | 0.34% | 75 |
|
|
2020
Q1 | $755K | Sell |
39,525
-1,350
| -3% | -$25.8K | 0.39% | 63 |
|
|
2019
Q4 | $986K | Buy |
+40,875
| New | +$986K | 0.31% | 73 |
|