Sowell Financial Services’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 | $752K | Sell |
23,041
-14,570
| -39% | -$475K | 0.03% | 499 |
|
|
2025
Q1 | $1.11M | Buy |
37,611
+18,864
| +101% | +$555K | 0.05% | 362 |
|
|
2024
Q4 | $605K | Buy |
18,747
+7,036
| +60% | +$227K | 0.03% | 392 |
|
|
2024
Q3 | $404K | Sell |
11,711
-1,037
| -8% | -$35.8K | 0.02% | 467 |
|
|
2024
Q2 | $426K | Sell |
12,748
-1,627
| -11% | -$54.4K | 0.02% | 452 |
|
|
2024
Q1 | $533K | Buy |
14,375
+3,707
| +35% | +$137K | 0.03% | 441 |
|
|
2023
Q4 | $370K | Buy |
+10,668
| New | +$370K | 0.02% | 469 |
|
|
2022
Q1 | – | Sell |
-10,157
| Closed | -$382K | – | 224 |
|
|
2021
Q4 | $382K | Buy |
+10,157
| New | +$382K | 0.02% | 460 |
|
|
2021
Q2 | – | Sell |
-9,150
| Closed | -$313K | – | 987 |
|
|
2021
Q1 | $313K | Buy |
9,150
+2,643
| +41% | +$90.4K | 0.01% | 830 |
|
|
2020
Q4 | $197K | Sell |
6,507
-537
| -8% | -$16.3K | 0.01% | 850 |
|
|
2020
Q3 | $182K | Sell |
7,044
-2,172
| -24% | -$56.1K | 0.01% | 763 |
|
|
2020
Q2 | $214K | Buy |
9,216
+1,194
| +15% | +$27.7K | 0.01% | 696 |
|
|
2020
Q1 | $153K | Sell |
8,022
-381
| -5% | -$7.27K | 0.01% | 725 |
|
|
2019
Q4 | $203K | Sell |
8,403
-258
| -3% | -$6.23K | 0.02% | 705 |
|
|
2019
Q3 | $200K | Buy |
+8,661
| New | +$200K | 0.02% | 645 |
|
|
2019
Q1 | $333K | Buy |
13,350
+315
| +2% | +$7.86K | 0.04% | 430 |
|
|
2018
Q4 | $270K | Buy |
13,035
+4,392
| +51% | +$91K | 0.04% | 405 |
|
|
2018
Q3 | $213K | Buy |
+8,643
| New | +$213K | 0.03% | 319 |
|