Smith Salley 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
Q3 | $572K | Hold |
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|
2025
Q2 | $525K | Sell |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $610K | Buy |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $493K | Sell |
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|
2022
Q3 | $427K | Hold |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $666K | Hold |
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|
2021
Q4 | $669K | Sell |
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|
2021
Q3 | $533K | Hold |
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|
2021
Q2 | $575K | Buy |
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|
2021
Q1 | $575K | Sell |
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|
2020
Q4 | $542K | Buy |
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|
2020
Q3 | $394K | Hold |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $309K | Buy |
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|
2019
Q4 | $389K | Sell |
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|
2019
Q3 | $400K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $421K | Sell |
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|
2018
Q2 | $373K | Buy |
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|
2018
Q1 | $325K | Sell |
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|
2017
Q4 | $358K | Sell |
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|
2017
Q3 | $419K | Hold |
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|
2017
Q2 | $421K | Sell |
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|
2017
Q1 | $425K | Sell |
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|
2016
Q4 | $6.13M | Buy |
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|
2016
Q3 | $5.2M | Sell |
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|
2016
Q2 | $4.49M | Buy |
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|
2016
Q1 | $4.22M | Buy |
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|
2015
Q4 | $3.83M | Buy |
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|
2015
Q3 | $3.79M | Sell |
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|
2015
Q2 | $4.68M | Buy |
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|
2015
Q1 | $4.6M | Buy |
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|
2014
Q4 | $4.58M | Buy |
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|
2014
Q3 | $3.52M | Buy |
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|
2014
Q2 | $2.68M | Buy |
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|
2014
Q1 | $2.17M | Sell |
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|
2013
Q4 | $2.16M | Buy |
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|
2013
Q3 | $1.93M | Buy |
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|
2013
Q2 | $1.7M | Buy |
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