United Capital 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 | $4.89M | Sell |
149,760
-4,490
| -3% | -$147K | 0.04% | 281 |
|
|
2025
Q1 | $4.54M | Buy |
154,250
+23,673
| +18% | +$697K | 0.04% | 281 |
|
|
2024
Q4 | $4.21M | Sell |
130,577
-2,111
| -2% | -$68.1K | 0.04% | 287 |
|
|
2024
Q3 | $4.58M | Sell |
132,688
-603
| -0.5% | -$20.8K | 0.04% | 279 |
|
|
2024
Q2 | $4.46M | Sell |
133,291
-99
| -0.1% | -$3.31K | 0.04% | 277 |
|
|
2024
Q1 | $4.94M | Sell |
133,390
-5,749
| -4% | -$213K | 0.04% | 283 |
|
|
2023
Q4 | $4.82M | Buy |
139,139
+10,669
| +8% | +$370K | 0.04% | 296 |
|
|
2023
Q3 | $3.95M | Sell |
128,470
-3,384
| -3% | -$104K | 0.03% | 329 |
|
|
2023
Q2 | $4.5M | Sell |
131,854
-32,893
| -20% | -$1.12M | 0.02% | 328 |
|
|
2023
Q1 | $4.93M | Sell |
164,747
-4,568
| -3% | -$137K | 0.03% | 315 |
|
|
2022
Q4 | $5.25M | Sell |
169,315
-10,223
| -6% | -$317K | 0.03% | 319 |
|
|
2022
Q3 | $4.78M | Buy |
179,538
+7,610
| +4% | +$203K | 0.03% | 325 |
|
|
2022
Q2 | $5M | Sell |
171,928
-4,798
| -3% | -$139K | 0.03% | 332 |
|
|
2022
Q1 | $6.62M | Sell |
176,726
-1,977
| -1% | -$74K | 0.03% | 322 |
|
|
2021
Q4 | $6.72M | Sell |
178,703
-20,549
| -10% | -$773K | 0.03% | 331 |
|
|
2021
Q3 | $5.93M | Buy |
199,252
+5,813
| +3% | +$173K | 0.03% | 349 |
|
|
2021
Q2 | $6.21M | Buy |
193,439
+64,505
| +50% | +$2.07M | 0.03% | 348 |
|
|
2021
Q1 | $4.14M | Sell |
128,934
-1,926
| -1% | -$61.9K | 0.02% | 380 |
|
|
2020
Q4 | $3.96M | Sell |
130,860
-7,296
| -5% | -$221K | 0.02% | 391 |
|
|
2020
Q3 | $3.58M | Sell |
138,156
-81,603
| -37% | -$2.11M | 0.02% | 394 |
|
|
2020
Q2 | $5.11M | Buy |
219,759
+65,763
| +43% | +$1.53M | 0.04% | 355 |
|
|
2020
Q1 | $2.94M | Sell |
153,996
-974,613
| -86% | -$18.6M | 0.02% | 423 |
|
|
2019
Q4 | $27.2M | Buy |
1,128,609
+957,996
| +562% | +$23.1M | 0.18% | 127 |
|
|
2019
Q3 | $3.94M | Sell |
170,613
-66,867
| -28% | -$1.54M | 0.03% | 464 |
|
|
2019
Q2 | $6.13M | Buy |
237,480
+2,670
| +1% | +$68.9K | 0.04% | 381 |
|
|
2019
Q1 | $5.86M | Buy |
234,810
+1,788
| +0.8% | +$44.6K | 0.04% | 381 |
|
|
2018
Q4 | $4.83M | Buy |
233,022
+40,725
| +21% | +$843K | 0.04% | 387 |
|
|
2018
Q3 | $4.75M | Sell |
192,297
-34,173
| -15% | -$844K | 0.03% | 442 |
|
|
2018
Q2 | $4.82M | Sell |
226,470
-2,319
| -1% | -$49.3K | 0.04% | 422 |
|
|
2018
Q1 | $4.25M | Buy |
228,789
+28,467
| +14% | +$529K | 0.03% | 436 |
|
|
2017
Q4 | $3.67M | Buy |
200,322
+12,093
| +6% | +$222K | 0.03% | 463 |
|
|
2017
Q3 | $3.4M | Buy |
188,229
+31,233
| +20% | +$565K | 0.03% | 453 |
|
|
2017
Q2 | $2.86M | Buy |
156,996
+5,700
| +4% | +$104K | 0.03% | 496 |
|
|
2017
Q1 | $2.35M | Buy |
151,296
+42,159
| +39% | +$654K | 0.02% | 524 |
|
|
2016
Q4 | $1.31M | Buy |
109,137
+6,741
| +7% | +$80.7K | 0.01% | 668 |
|
|
2016
Q3 | $1.04M | Buy |
102,396
+11,820
| +13% | +$120K | 0.01% | 762 |
|
|
2016
Q2 | $785K | Sell |
90,576
-3,858
| -4% | -$33.4K | 0.01% | 799 |
|
|
2016
Q1 | $811K | Sell |
94,434
-2,436
| -3% | -$20.9K | 0.01% | 756 |
|
|
2015
Q4 | $838K | Buy |
96,870
+6,165
| +7% | +$53.3K | 0.01% | 738 |
|
|
2015
Q3 | $813K | Sell |
90,705
-25,410
| -22% | -$228K | 0.01% | 747 |
|
|
2015
Q2 | $1.26M | Buy |
116,115
+5,523
| +5% | +$60.1K | 0.01% | 685 |
|
|
2015
Q1 | $1.33M | Buy |
110,592
+39,870
| +56% | +$479K | 0.02% | 663 |
|
|
2014
Q4 | $854K | Sell |
70,722
-267
| -0.4% | -$3.22K | 0.01% | 687 |
|
|
2014
Q3 | $759K | Buy |
70,989
+25,743
| +57% | +$275K | 0.01% | 683 |
|
|
2014
Q2 | $465K | Buy |
45,246
+1,272
| +3% | +$13.1K | 0.01% | 696 |
|
|
2014
Q1 | $425K | Buy |
+43,974
| New | +$425K | 0.01% | 669 |
|
|
2013
Q4 | – | Sell |
-25,911
| Closed | -$222K | – | 660 |
|
|
2013
Q3 | $222K | Sell |
25,911
-8,988
| -26% | -$77K | 0.01% | 614 |
|
|
2013
Q2 | $270K | Buy |
+34,899
| New | +$270K | 0.01% | 620 |
|