Stamos Capital Partners’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,040
| Closed | -$435K | – | 109 |
|
|
2022
Q4 | $435K | Sell |
14,040
-41,740
| -75% | -$1.29M | 0.14% | 119 |
|
|
2022
Q3 | $1.49M | Buy |
55,780
+18,100
| +48% | +$482K | 0.38% | 62 |
|
|
2022
Q2 | $1.1M | Buy |
37,680
+14,280
| +61% | +$415K | 0.33% | 59 |
|
|
2022
Q1 | $876K | Buy |
+23,400
| New | +$876K | 0.29% | 67 |
|
|
2020
Q2 | – | Sell |
-25,566
| Closed | -$488K | – | 70 |
|
|
2020
Q1 | $488K | Buy |
+25,566
| New | +$488K | 0.26% | 74 |
|