Transamerica Financial Advisors’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 | $253K | Buy |
7,749
+1,783
| +30% | +$58.2K | 0.02% | 208 |
|
2025
Q1 | $176K | Buy |
5,966
+2,132
| +56% | +$62.9K | 0.02% | 230 |
|
2024
Q4 | $124K | Buy |
3,834
+1,924
| +101% | +$62.2K | 0.01% | 251 |
|
2024
Q3 | $66K | Buy |
+1,910
| New | +$66K | 0.01% | 304 |
|
2016
Q2 | – | Sell |
-6,000
| Closed | -$52K | – | 454 |
|
2016
Q1 | $52K | Hold |
6,000
| – | – | ﹤0.01% | 363 |
|
2015
Q4 | $52K | Sell |
6,000
-1,500
| -20% | -$13K | ﹤0.01% | 398 |
|
2015
Q3 | $68K | Hold |
7,500
| – | – | 0.01% | 349 |
|
2015
Q2 | $82K | Hold |
7,500
| – | – | 0.01% | 399 |
|
2015
Q1 | $83K | Hold |
7,500
| – | – | 0.01% | 386 |
|
2014
Q4 | $91K | Buy |
7,500
+6,000
| +400% | +$72.8K | 0.01% | 326 |
|
2014
Q3 | $17K | Buy |
+1,500
| New | +$17K | ﹤0.01% | 424 |
|