TCI Wealth Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,754
| Closed | -$112K | – | 674 |
|
|
2023
Q1 | $112K | Sell |
3,754
-49
| -1% | -$1.51K | 0.01% | 263 |
|
|
2022
Q4 | $118K | Buy |
3,803
+1,031
| +37% | +$31K | 0.02% | 233 |
|
|
2022
Q3 | $74K | Sell |
2,772
-690
| -20% | -$21.4K | 0.01% | 291 |
|
|
2022
Q2 | $101K | Sell |
3,462
-807
| -19% | -$26.3K | 0.02% | 249 |
|
|
2022
Q1 | $160K | Sell |
4,269
-1,098
| -20% | -$38.8K | 0.02% | 204 |
|
|
2021
Q4 | $202K | Sell |
5,367
-41
| -0.8% | -$1.45K | 0.03% | 177 |
|
|
2021
Q3 | $161K | Buy |
5,408
+2,480
| +85% | +$79.4K | 0.02% | 214 |
|
|
2021
Q2 | $94K | Buy |
2,928
+105
| +4% | +$3.46K | 0.02% | 288 |
|
|
2021
Q1 | $91K | Buy |
2,823
+48
| +2% | +$1.47K | 0.04% | 254 |
|
|
2020
Q4 | $84K | Sell |
2,775
-15
| -0.5% | -$431 | 0.04% | 251 |
|
|
2020
Q3 | $72K | Hold |
2,790
| – | – | 0.03% | 251 |
|
|
2020
Q2 | $65K | Buy |
2,790
+369
| +15% | +$8.16K | 0.03% | 268 |
|
|
2020
Q1 | $46K | Buy |
2,421
+201
| +9% | +$4.69K | 0.02% | 320 |
|
|
2019
Q4 | $54K | Buy |
2,220
+39
| +2% | +$922 | 0.02% | 368 |
|
|
2019
Q3 | $50K | Sell |
2,181
-15
| -0.7% | -$349 | 0.02% | 329 |
|
|
2019
Q2 | $57K | Sell |
2,196
-78
| -3% | -$2.01K | 0.03% | 285 |
|
|
2019
Q1 | $57K | Sell |
2,274
-24
| -1% | -$556 | 0.03% | 313 |
|
|
2018
Q4 | $48K | Sell |
2,298
-510
| -18% | -$11.7K | 0.02% | 318 |
|
|
2018
Q3 | $69K | Buy |
2,808
+1,425
| +103% | +$33.9K | 0.03% | 288 |
|
|
2018
Q2 | $29K | Sell |
1,383
-354
| -20% | -$7.29K | 0.01% | 409 |
|
|
2018
Q1 | $32K | Buy |
1,737
+192
| +12% | +$3.59K | 0.01% | 393 |
|
|
2017
Q4 | $28K | Hold |
1,545
| – | – | 0.01% | 431 |
|
|
2017
Q3 | $28K | Sell |
1,545
-36
| -2% | -$618 | 0.01% | 406 |
|
|
2017
Q2 | $29K | Sell |
1,581
-93
| -6% | -$1.59K | 0.01% | 399 |
|
|
2017
Q1 | $26K | Sell |
1,674
-2,208
| -57% | -$33.6K | 0.01% | 404 |
|
|
2016
Q4 | $47K | Buy |
3,882
+1,506
| +63% | +$16.9K | 0.02% | 332 |
|
|
2016
Q3 | $24K | Buy |
2,376
+9
| +0.4% | +$85 | 0.01% | 410 |
|
|
2016
Q2 | $21K | Buy |
2,367
+9
| +0.4% | +$78 | 0.01% | 431 |
|
|
2016
Q1 | $20K | Buy |
2,358
+9
| +0.4% | +$73 | 0.01% | 440 |
|
|
2015
Q4 | $20K | Buy |
2,349
+9
| +0.4% | +$82 | 0.01% | 436 |
|
|
2015
Q3 | $21K | Buy |
2,340
+6
| +0.3% | +$59 | 0.01% | 388 |
|
|
2015
Q2 | $25K | Buy |
+2,334
| New | +$27.1K | 0.01% | 366 |
|
|
2015
Q1 | – | Sell |
-6,828
| Closed | -$82K | – | 895 |
|
|
2014
Q4 | $82K | Buy |
6,828
+6
| +0.1% | +$70 | 0.05% | 195 |
|
|
2014
Q3 | $73K | Buy |
6,822
+4,515
| +196% | +$46.6K | 0.05% | 201 |
|
|
2014
Q2 | $24K | Buy |
2,307
+6
| +0.3% | +$58 | 0.01% | 325 |
|
|
2014
Q1 | $22K | Hold |
2,301
| – | – | 0.01% | 316 |
|
|
2013
Q4 | $22K | Hold |
2,301
| – | – | 0.01% | 328 |
|
|
2013
Q3 | $20K | Hold |
2,301
| – | – | 0.02% | 294 |
|
|
2013
Q2 | $18K | Buy |
+2,301
| New | +$18.9K | 0.01% | 310 |
|
Other funds holding CSX
SCP
TCI Wealth Advisors's CSX Position: Q2 2023 in Review
TCI Wealth Advisors sold out of CSX Corp (CSX) in Q2 2023, closing a stake of 3,754 shares — an estimated $112K sold.
TCI Wealth Advisors first reported a position in CSX in Q2 2013 and held it in 39 quarters. The position peaked at $202K in Q4 2021. 1,578 funds tracked by Wall St. Rank hold CSX as of Q2 2023.
- TCI Wealth Advisors reported no remaining CSX Corp position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 3,754 CSX Corp shares in Q2 2023, an estimated $112K.
- TCI Wealth Advisors first reported a position in CSX Corp in Q2 2013 and held it in 39 quarters.
- TCI Wealth Advisors's CSX Corp position peaked at $202K in Q4 2021.
- 1,578 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.