Symphony Financial’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-33,054
| Closed | -$1.01M | – | 199 |
|
|
2023
Q3 | $1.01M | Sell |
33,054
-1,874
| -5% | -$57.3K | 0.25% | 70 |
|
|
2023
Q2 | $1.18M | Sell |
34,928
-5,881
| -14% | -$199K | 0.29% | 71 |
|
|
2023
Q1 | $1.2M | Buy |
40,809
+1,185
| +3% | +$35K | 0.31% | 68 |
|
|
2022
Q4 | $1.24M | Buy |
39,624
+2,685
| +7% | +$84.2K | 0.33% | 61 |
|
|
2022
Q3 | $1M | Buy |
36,939
+4,354
| +13% | +$118K | 0.33% | 68 |
|
|
2022
Q2 | $949K | Sell |
32,585
-920
| -3% | -$26.8K | 0.28% | 73 |
|
|
2022
Q1 | $1.16M | Buy |
33,505
+5,657
| +20% | +$196K | 0.27% | 74 |
|
|
2021
Q4 | $1.03M | Buy |
27,848
+3,140
| +13% | +$116K | 0.29% | 69 |
|
|
2021
Q3 | $750K | Buy |
24,708
+3,217
| +15% | +$97.7K | 0.26% | 65 |
|
|
2021
Q2 | $687K | Buy |
21,491
+650
| +3% | +$20.8K | 0.23% | 71 |
|
|
2021
Q1 | $675K | Buy |
+20,841
| New | +$675K | 0.18% | 86 |
|