SIA
Soltis Investment Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
+7,909
| New | +$258K | 0.02% | 346 |
|
|
2025
Q1 | – | Sell |
-6,348
| Closed | -$205K | – | 371 |
|
|
2024
Q4 | $205K | Buy |
+6,348
| New | +$205K | 0.02% | 354 |
|
|
2023
Q3 | – | Sell |
-12,712
| Closed | -$433K | – | 265 |
|
|
2023
Q2 | $433K | Buy |
12,712
+21
| +0.2% | +$716 | 0.05% | 180 |
|
|
2023
Q1 | $380K | Sell |
12,691
-22
| -0.2% | -$659 | 0.05% | 187 |
|
|
2022
Q4 | $394K | Buy |
12,713
+63
| +0.5% | +$1.95K | 0.05% | 181 |
|
|
2022
Q3 | $337K | Buy |
12,650
+24
| +0.2% | +$639 | 0.05% | 178 |
|
|
2022
Q2 | $367K | Buy |
12,626
+38
| +0.3% | +$1.11K | 0.05% | 179 |
|
|
2022
Q1 | $471K | Buy |
12,588
+53
| +0.4% | +$1.98K | 0.07% | 166 |
|
|
2021
Q4 | $471K | Buy |
12,535
+5
| +0% | +$188 | 0.07% | 173 |
|
|
2021
Q3 | $373K | Buy |
12,530
+158
| +1% | +$4.7K | 0.06% | 176 |
|
|
2021
Q2 | $397K | Buy |
12,372
+9,293
| +302% | +$298K | 0.06% | 177 |
|
|
2021
Q1 | $297K | Buy |
3,079
+11
| +0.4% | +$1.06K | 0.05% | 181 |
|
|
2020
Q4 | $278K | Buy |
3,068
+68
| +2% | +$6.16K | 0.05% | 185 |
|
|
2020
Q3 | $233K | Hold |
3,000
| – | – | 0.05% | 180 |
|
|
2020
Q2 | $209K | Buy |
+3,000
| New | +$209K | 0.05% | 173 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$217K | – | 166 |
|
|
2019
Q4 | $217K | Buy |
+3,000
| New | +$217K | 0.04% | 144 |
|